CRT Rollovers

Brent chats with Evan Unzelman about rolling over income interests in charitable remainder trusts. They talk about why these transactions can be tax beneficial and create flexibility for the right CRTs. Evan is the President of Sterling Foundation Management. Evan began with Sterling’s Family Office Concierge Services in 2004, where he provided comprehensive solutions to the unique challenges faced by affluent families. In 2006, he became responsible for overseeing the administration of the company’s charitable clients. In 2008, he was tasked with the expansion of the firm’s Charitable Remainder Trust (CRT) Secondary Planning Services. Evan graduated from Pacific Lutheran University (summa cum laude) in Tacoma, Washington, where he earned degrees in Finance and Economics. Evan can be contacted at: [email protected], 703-677-8747, https://www.sterlingfoundations.com/.