CRT Rollovers

01:24 – About Sterling Foundation Management and its range of services
09:00 – Pros and cons of CRTs
14:18 – What we've learned from 8,000 CRT reviews
17:05 – What led us to develop the CRT rollover technique
23:57 – How a CRT rollover works
27:31 – Sterling’s role in the CRT rollover process
36:23 – Where a CRT rollover fits
37:50 – Two key considerations
43:11 – Illustration of the rollover process and outcomes
47:44 – MacDonald Rollover: reduce taxable income and create future income for daughters
52:32 – Comments from Shirley MacDonald’s CPA
54:32 – Leonard Rollover: reduce taxable income and create immediate income for son
57:28 – Interview with Susan Leonard’s CPA
1:11:05 – Hambel Rollover: provide for wife who isn’t an income beneficiary
1:12:12 – Interview with Marty Hambel
1:16:40 – Other rollover situations
1:19:20 – What we need to provide an illustration of how a rollover would look for you

For more information, please contact:

Evan Unzelman, President
Phone: (703) 677-8747
E-mail: [email protected]