Charitable Remainder Trusts: Top Five Out of the Ordinary Conundrums and Solutions

THEY’RE BACK…… or did they really ever leave?  We are getting a spike in questions about charitable remainder trusts so this month’s webinar will briefly cover the CRT basics, when to use a flip CRUT, and then cover a few CRT conundrums and solutions.

Our two newest team members, Paul Caspersen, CFP®, MS, AEP® (formerly AVP for Gift Planning at University of Florida) and Phillip Buchanan, JD (formerly Senior Philanthropic Counsel at Duke University) will be leading the call.  Attendees will learn:

  1. CRT Primer and when a flip CRUT is preferable
  2. CRTs Funded w/Real Estate - dramas in real life
  3. CRTs Funded with Closely-held business interests
  4. Testamentary CRTs funded with retirement plan assets
  5. To trustee…or not to trustee…
  6. Early termination of a CRT, related topics such as termination to fund a CGA

Presented by Paul Caspersen, CFP®, MS, AEP® and Phil Buchanan, JD

Register Here. Register Now:

Past Free Webinar Recordings (


Aug – How to talk to people about wealth in ways that inspire major gifts of assets: The science and the sentences
Jul – Shifting Gears: Rising Inflation and Interest Rates Impact on Charitable Planning
Jun – Top 5 Pros/Cons to Outsourcing Noncash Assets and Gift Annuities (and any other Donation)
May – Supporting Organizations: Imagine Donor Advised Funds on Steroids
Apr – Top 10 Questions, Myths and Mysteries on Forms 8282/8283
Mar – Charitable Gifts of Hedge Funds, PE/Real Estate Funds and Carried/Profit Interests
Feb – Charitable Giving with NFTs: Tax, Legal and Processing Considerations
Jan – Free January Webinar: Top Five Charitable Cases/Legislative Updates Impacting 2022


Nov/Dec – Cryptocurrency Processing Options/Best Practices: From Major Gifts to CRTs/CGAs
Oct – Noncash Record Year ALREADY!  Deconstructing Trends, Themes and Interesting Gifts
Sep – Charitable Gift Annuities 101 – What they are, where they fit and how to get more …with no risk!
Aug – Everything You Wanted (And Needed!) to Know about the Chartered Advisor in Philanthropy Designation (CAP)
Jul – This Isn’t Your Grandfather’s Gift Annuity PART II: Six MORE Advanced CGA Applications
Jun – This Isn’t Your Grandfather’s Gift Annuity: Three Advanced CGA Applications​​​
May – Noncash Qualified Appraisals Gone Wrong: Deconstructing Appraiser(al) Requirements and Forms 8283/8282
​​​​​Apr – It’s a Brave New World: Charitable Gifts of SPACs, PIPEs and NFTs
Mar – CGA Reinsurance:  What it is, What it isn’t, When it works and When it doesn’t
Feb – Avoiding the Grey Line: Closer Recent Scrutiny of Charitable Pre-Arranged Sales
Jan – Trends and Five Creative Case Studies from 2020


Dec – Cryptocurrency Donations Explode: Are you Missing Out?
Nov – Don’t Be Spooked By Mortgaged Real Estate: Three Creative Charitable Solutions
Oct – Almost Last Minute Charitable Opportunities Under CARES Act and TCJA
Sep – Creative Charitable Options for Sub-Chapter S Corporations in 2020 (and Beyond)
Aug – Testamentary Gift Annuities as a Solution to the Stretch IRA Conundrum