CRT Secondary Planning
CRT Secondary Planning Publications
Sterling presents CRT secondary planning as a specialized practice area focused on charitable remainder trusts. The live site positions these publications as respected industry resources, many authored by Sterling executives and published through recognized journals and outlets.
Journal Article
Trusts & Estates — “Selling CRT Lead Interests”
By Roger Silk and James Lintott, Sterling Foundations & Trusts.
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Journal Article
Trusts & Estates — “Alternatives to CRT Terminations”
By Roger Silk, Sterling Foundations & Trusts.
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Journal Article
Journal of Financial Planning — “Tax Deferral: When Does it Make Sense and When Does it Cost Cents (or Dollars)?”
Financial Planning Association; by Roger Silk.
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Journal Article
Estate Planning — “New Opportunities for Old CRTs”
By Evan Unzelman and Sam Navarro, Sterling Foundations & Trusts.
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Journal Article
Journal of Estate and Tax Planning — “Secondary Planning for CRTs”
National Association of Estate Planners & Councils.
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Journal Article
The Mortmain — “Secondary Planning Options for CRT Clients”
Estate Planning and Probate Section of the Atlanta Bar Association; by Evan Unzelman.
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Journal Article
Journal of Financial Service Professionals — “Completing Charitable Remainder Trust Reviews: An Advisor’s Guide”
Society of Financial Service Professionals; by Roger Silk.
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Journal Article
Taxation of Exempts — “Giving Retirement Assets to a Charitable Remainder Trust”
By Christopher Moran, Venable’s Tax and Wealth Planning Group.
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Advisor Publication
The Advisor — “Charitable Remainder Trusts: A New Look at an Old Planning Strategy”
Atlantic Trust Company.
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Magazine Article
Worth Magazine — “Does a CRT Rollover Make Sense for Your Client?”
By James Lintott, Sterling Foundations & Trusts.
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Magazine Article
Worth Magazine — “Is Your Client’s CRT Still a Good Fit?”
By James Lintott, Sterling Foundations & Trusts.
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Research Series
Sterling Research Series — “New Frontiers in Charitable Remainder Trusts”
Sterling research publication focused on CRT secondary planning opportunities.
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