Episode 151: IN FOCUS: How to Shift CRT Benefits to Children Under Today’s Tax Rules with Evan Unzelman (CRT Experts)

***My FIRST Book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

Today, we are joined by Evan Unzelman of CRT Experts, LLC. based in Leesburg, Virginia who will be discussing “How to Shift CRT Benefits to Children Under Today’s Tax Rules”.

By way of background, this episode will discuss how clients with existing Charitable Remainder Trusts (or 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.

***UPCOMING LIVE WINTER WEBINAR: My next webinar is on Thursday, March 12th featuring Kevin Matz a Partner at ArentFox Schiff LLP based in New York City. Kevin will be discussing “Highlights of the 2026 Heckerling Institute on Estate Planning.”

You can register here: https://us02web.zoom.us/webinar/register/WN_Qe6a6x5EQ2KGO9tIopWRkg

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