President

With twenty years of specialized experience in the field of private foundations and charitable remainder trusts (CRTs), Evan Unzelman has risen quickly through the ranks of charitable and tax planning.

Evan began with Sterling’s Family Office Concierge Services in 2004, where he provided comprehensive solutions to the unique challenges faced by affluent families. In 2006, he became responsible for overseeing the administration of the company’s charitable clients. In 2008, he was tasked with the expansion of the firm’s Charitable Remainder Trust (CRT) Secondary Planning Services

He then worked overseeing the administration of the charitable organizations of the firm’s clients. These organization included private foundations (non-operating and operating), supporting organizations and public charities.

In 2008, he was tasked with the expansion of the firm’s CRT Services. Under Evan’s leadership, Sterling has become the country's leading provider of planning services for clients with existing CRTs. Evan works closely with clients and their tax, legal and financial advisors to make sure their CRTs continue to meet their financial and estate planning goals.

Evan was elevated to Chief Operating Officer in 2010 to expand and sharpen Sterling’s service offerings for charitable donors and their advisors. During this time, he was instrumental in the the launch of Sterling's Donor-Advised Fund and the development of the CRT rollover. The rollover has been a groundbreaking planning technique and is designed specifically for clients who want to change something about their CRTs.

In 2015, Evan was promoted to President of Sterling, expanding his responsibilities to include the supervision of all aspects of Sterling’s business.

Evan is a sought-after speaker and writes frequently on charitable planning topics for a variety of audiences including attorneys, CPAs and financial advisors. He has particular expertise in all facets of CRT planning: up-front design and structure selection (Standard CRUT, NIMCRUT, Flip CRUT or CRAT), implementing the chosen structure, reviewing existing CRTs for potential secondary planning (sale of income interest or CRT rollover), and helping clients and their advisors successfully navigate the sale and rollover processes.

His articles have appeared in publications such as Estate Planning, NAEPC’s Journal of Tax & Estate PlanningTaxation of Exempts, Atlanta Bar Association’s The MortmainWealth Strategies Journal and Atlantic Trust’s Trusted Advisor. He was the lead editor of Managing Foundations and Charitable Trusts (John Wiley & Sons), which is largely regarded as the definitive guide to managing charitable entities.

Born and raised in the Pacific Northwest, Evan graduated from Pacific Lutheran University (summa cum laude) in Tacoma, Washington, where he earned degrees in Finance and Economics.