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Charitable Remainder Trusts from A to Z
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Alan GassmanGuest Expert: Alan Gassman, J.D., LL.M., Gassman Law

In this webinar, nationally renowned estate planning attorney Alan Gassman, Esq. covered both simple and complicated Charitable Remainder Annuity Trusts ("CRATs") and Charitable Remainder Unit...

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Discussions & Comments

Missy Davis 1 year 6 months ago
A few comments from listeners when they were asked what the learned from the webinar:

Alan Gassman's presentation increased my interest in the Norte Dame Tax Institute. I need to look into this.
- Mark Z.

flip nimcrut --IRA to LLC for 20 yr distrib delay -- combine CRT with DAF -the higher the interest rate the lower the remainder interest -pitfalls of a CRT
- Tom D.

Good review of CRT processes
- John S.

I do not have much experience with CRUT's and CRAT's, it was very informative.
- John M.
slevin@wescott.com 1 year 4 months ago
Alan is Brilliant! His knowledge is second to none and the strategies that he has illustrated, while complex, are very powerful for the right client situation.
A few comments from listeners when they were asked what the learned from the webinar:

Alan Gassman's presentation increased my interest in the Norte Dame Tax Institute. I need to look into this.
- Mark Z.

flip nimcrut --IRA to LLC for 20 yr distrib delay -- combine CRT with DAF -the higher the interest rate the lower the remainder interest -pitfalls of a CRT
- Tom D.

Good review of CRT processes
- John S.

I do not have much experience with CRUT's and CRAT's, it was very informative.
- John M.

slevin@wescott.com

Fri, 12/13/2024 - 13:33

Alan is Brilliant! His knowledge is second to none and the strategies that he has illustrated, while complex, are very powerful for the right client situation.

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In this webinar, nationally renowned estate planning attorney Alan Gassman, Esq. covered both simple and complicated Charitable Remainder Annuity Trusts ("CRATs") and Charitable Remainder Unitrusts ("CRUTs"), as well as Flip NIMCRUTs, which can be used very effectively for income tax planning purposes. Additionally, Alan discussed how CLATs and CRUTs can be formed and used under S corporations, Dynasty Trusts, and other effective applications.