Professional CRT Endorsements - Attorneys

“I recently helped a client sell his CRT interest through Sterling's CRT Program. My client was concerned about market instability and this gave him the ability to re-gain control of a valuable income source. He was very pleased, and so was I.”

--Bruce C. Johnson
Bruce C. Johnson & Associates, Rockville, MD

“I worked closely with Sterling to complete the sale of a Charitable Remainder Trust (CRT) income interest for valued clients. My clients and I were very happy with the result, which saw my clients receive lump-sum payments at a desirable premium to net present value. The process was very straightforward and all my dealings with Sterling were open, honest and highly professional. I would not hesitate to work with Sterling again on future CRT transactions and would recommend them to any advisor wanting to secure a similar desirable outcome for their client.”

--Karen Streisfeld-Leitner, Counsel
McLaughlin & Stern, LLP, New York, NY

“All advisors ought to know that this potential for liquidity exists. It creates important flexibility for the client, which may have significant economic value. If you make a client aware and they don't want to do anything, no one is out. But if you don't tell them, and they might have benefited, they could be hurt and that could be an actionable omission. So it's clearly a case where it makes sense to inform all clients who have CRTs that they may be able to benefit from a sale of their lead interest.”

--Alan P. Dye, Partner
Webster, Chamberlain & Bean, Washington, DC
Chairman, Washington Non-Profit Legal and Tax Conference

Professional CRT Endorsements - Financial Advisors

“I helped a client sell their CRT interest through Sterling's CRT Program and everything happened just as Sterling explained it. They handled everything very professionally and in a courteous and timely manner.”

--J. Lane Latimer, IV, CRPC
Merrill Lynch, Johnson City, TN

“Over the past 25 years, CFO4Life has worked with a wide array of different people with different situations. In that time, we have reviewed countless strategies with one goal in mind: to help people achieve financial independence and the peace of mind that comes with it. One of the most exciting strategies we've come across is Sterling Foundation Management's liquidity option for CRTs. As is our usual practice, we carefully and thoroughly researched the area. We concluded that for a number of our clients, a sale of their CRT interest would offer them a significant benefit. We have worked with Sterling to complete sales for many of these clients, and continue to work with them where it makes sense for the client.

“We are very pleased with Sterling's professionalism, responsiveness, and especially the results they have helped us achieve for our clients.

“Today more than ever, clients need advisors who can help our clients achieve their financial goals. If you have clients who have CRTs, you need to know whether a sale of their CRT interest would help them.”

--Levi McMellian, CPA, Managing Director
CFO4Life/LPL Financial

“Sterling worked diligently with me and my client's counsel to educate us on the CRT income interest sales transaction. In the end, they made the entire process simple and painless for my client, and were always responsive, thorough, and sensitive to our needs.

“Because of my client's advanced age, I was skeptical that Sterling could find a buyer willing to pay a premium in line with those typically garnered through their program. But Sterling spent the time necessary to locate a buyer willing to pay such a premium, enabling my client to benefit tremendously.

“I am now working on another CRT transaction with Sterling and expect to them to deliver comparable value. I would highly recommend that any advisor with CRT clients leverage this unique and value-added service.”

--Mark D. Arlen, MBA, CFP
Lincoln Financial Advisors, Denver, CO

“Two of my long-term clients approached me about Sterling's CRT Program. Given the concept was new to me, Sterling took the time necessary to educate me on the transaction, prior to even considering my clients' CRTs. I immediately understood and appreciated the value in their program, and Sterling quickly comforted me from both a compliance and regulatory standpoint. I must say that for what seems on the surface to be a complicated transaction, Sterling has a knack for making it easy to understand for clients and their advisors. The transaction itself went very smoothly and provided significant value for both of my clients. I'm already looking for more ways to continue working with Sterling.”

--Vincent E. Westerman, Founder
The Westerman Group, Cleveland, OH