Webinar/Podcast 151: How to Shift CRT Benefits to Children Under Today’s Tax Rules
Автор: Jonathan I. Shenkman
Загружено: 2026-02-26
Просмотров: 43
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o Topic: How to Shift CRT Benefits to Children Under Today’s Tax Rules
o Date: Thursday, February 26th 2026
o Host: Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management (Questions? Comments? Contact: [email protected])
o Speaker: Evan Unzelman, CEO, CRT Experts, LLC
o Webinar Description: This session explains how clients with existing Charitable Remainder Trusts (CRTs) can shift their trust’s economic benefit to children – either by selling their CRT income interest for cash, allowing immediate gifting and flexibility, or by tax-efficiently transferring the interest to a new CRT designed to create a structured income stream for heirs (a “CRT rollover”). We’ll cover when each approach is appropriate, along with valuation, tax treatment, and real-world case studies. Ideal for attorneys, CPAs, and advisors serving high-net-worth families.
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