The following case studies illustrate some of the most common situations and outcomes Sterling has seen since we began providing CRT Secondary Planning services in 2003.
Regain Control of Assets for Family
Client's Situation Changed Since Creating CRT
Simplification of Financial Affairs
Divorcing Couple with a CRT
Reduce Taxable Income and Create Future Income Stream for Children
Reduce Taxable Income and Create Immediate Income Stream for Children
Spouse Isn't an Income Beneficiary
"Someone's sitting in the shade today because someone planted a tree a long time ago."