Evan Unzelman, President of Sterling Foundation Management, will discuss the range of options available to clients who have CRTs and how to determine which option, if any, is a fit for a given client.
Attendees will learn about the options available to clients with CRTs - gift the income interest to charity, terminate/commute the CRT, sell the income interest, do a CRT Rollover - and how to review a client's CRT to determine which option, if any, is the best fit for the client.
Date & Time
Thursday, May 19, 2016
2:00 p.m. - 3:00 p.m. EST
NASBA-approved for 1.0 CPE credit in Business Law. 1.0 (M)CLE credit*
Education Credit: AAA-CPA Members $15.00; Non-Members $30.00
Non Education Credit (Listen-Only): AAA-CPA Members: FREE; Non-Members $25.00