Webinar/Podcast 150: How to Shift CRT Benefits to Children Under Today’s Tax Rules скачать в хорошем качестве

Webinar/Podcast 150: How to Shift CRT Benefits to Children Under Today’s Tax Rules

o Topic: How to Shift CRT Benefits to Children Under Today’s Tax Rules o Date: Thursday, February 26th 2026 o Host: Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management (Questions? Comments? Contact: Jonathan@ParkBridgeWealth.com) o Speaker: Evan Unzelman, CEO, CRT Experts, LLC o Webinar Description: This session explains how clients with existing Charitable Remainder Trusts (CRTs) can shift their trust’s economic benefit to children – either by selling their CRT income interest for cash, allowing immediate gifting and flexibility, or by tax-efficiently transferring the interest to a new CRT designed to create a structured income stream for heirs (a “CRT rollover”). We’ll cover when each approach is appropriate, along with valuation, tax treatment, and real-world case studies. Ideal for attorneys, CPAs, and advisors serving high-net-worth families.