Don Mehlig, Chairman of M Advisory Group, established a CRT over two decades ago. However, after all the accounting fees and red tape the trust generated, he realized that it wasn't worth the hassle. When Don received one of our letters in the mail, he decided to call us to learn more about our program. We reviewed Don’s trust and quickly realized that a sale of his CRT income interest was the best path forward. Don received a sizeable cash lump-sum and freed himself from the burdensome requirements of his CRT. Watch the video below to learn more.
- Our Company
- Private Foundations