Study Group: Secondary Planning for Charitable Remainder Trusts

May 19, 2016 02:00pm -
May 19, 2016 03:00pm

Event Description



Secondary Planning for Charitable Remainder Trusts 


Sponsored and Presented by: Evan Unzelman
Sterling Foundation Management


Program Description

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.  


Learning Objectives

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 



Registration is available at or by phone at 888-ATTY-CPA ext. 2. The webinar information and materials for the program will be sent via email one day prior to the program

Requests for refunds must be received in writing by March 11, 2016 and will be subject to a $5.00 cancellation/administration fee. For information on the cancellation policies, please contact our office at 888-ATTY-CPA ext. 2.


Additional Information

Delivery Method: Group-Live

Program Level: Overview

Prerequisites: None

Advanced Preparation: None
Who Should Attend? Attorneys, CPAs, Business Professionals


About the Presenter

Evan Unzelman, President

With over a decade of specialized experience in the field of private foundations and CRTs, Evan Unzelman has risen quickly through the ranks of charitable and tax planning. He began his career at a multifamily office, where he helped provide comprehensive solutions to the complex challenges faced by affluent families. In 2006, he joined Sterling, where he oversaw the administration of all of the firms' charitable clients. In 2008, he was hand-picked to lead the expansion of the firm's CRT brokerage platform.

Evan was elevated to COO in 2010 to expand and sharpen Sterling's service offering for charitable donors and their advisors. During that time, he launched Sterling's donor advised fund, grew the firm's CRT income interest sale volume year-over-year, and created the "CRT Rollover" strategy to provide new options to CRT donors beyond selling their income interest. Click here to read Evan's full biography. 


Special Thanks to Sterling Foundation Management LLC 

for Sponsoring this Program


AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course. 


The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

*(M)CLE varies by state. Though we are accredited for (M)CLE in both TX and PA they will not accept Study Groups for credit. If you require (M)CLE in a specific state, please send a request to and we will do our best to arrange for credit. Please note that most state bars will accept our Certificates of Attendance sent in by the attorney and NOT charge a fee. 



Event Type:Study Group
Early registration ends on Dec 21, 2015.
Regular registration starts on Dec 22, 2015 and ends on May 19, 2016.
Late registration starts on May 20, 2016.