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:

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

Please watch the recording of our webinar featuring Paul Caspersen, CFP®, MS, AEP® and Phil Buchanan, JD.