CRT Secondary Planning Services - Testimonials
As the industry leader in CRT Secondary Planning Services, Sterling has reviewed nearly 8,000 charitable remainder trusts and successfully arranged interest income sales and rollover transactions for more than a thousand CRT Beneficiaries.
The client videos below describe their interaction with Sterling and the benefits they received from their CRT transactions. You can also read written testimonials from many more clients.
Video and written testimonials from professional advisors can be found in the For Advisors section.