High Net Worth Estate Planning Series

Secondary Planning for Charitable Remainder Trusts

March 12, 2024

On today’s episode our host Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame, and her guest David Murray, Vice President at Sterling Foundation Management, explore the 4 planning options for existing Charitable Remainder Trusts (CRT), shedding light on compelling reasons to consider adjustments post-setup.  Discover the “secret sauce” essential for maximizing the benefits of this asset, accompanied by real-world examples that offer insights into enhancing your CRT strategy.