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Advisor's Guide to the Sale of CRT Income Interests
The Charitable Planning Decision Flowchart
Trusts & Estates – Selling CRT Lead Interests
Case Study – Underwater NIMCRUT
WealthCounsel - Charitable Planning - a Business Development Tool
Trusts & Estates - Alternatives to CRT Terminations
Planning Partners Press - Power to Sell CRT Annuity Adds Flexibility
Choice of Entity - Trust vs. Corporate Form
Journal of Financial Planning - Foundation Primer
Estate Planning - When is a Foundation Appropriate
What Every Investment Professional Needs to Know About Private Charitable Foundations
Establishing a Private Foundation
Journal of Financial Service Professional May 2011 Article