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SPEPC Monthly ZOOM Meeting
March 16, 2021 @ 5:00 pm - 6:30 pm
CRT’s and Tax Planning – Register now!
This Month’s Speakers:
Sterling Foundation Management
Evan Unzelman, President
David Murray,VP, CRT Secondary Planning
About the Presentation:
The typical CRT client is likely to see their taxes increase and many will be asking for ways to avoid the impact. Evan Unzelman, President of Sterling Foundation Management, will discuss options available to these clients and the related tax/legal authorities. David Murray, Sterling’s Vice President of CRT Services, will present case studies of completed planning.
About the Speakers:
With fifteen 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.
Mr. Unzelman is a recognized expert and sought-after speaker in the field of charitable planning, and CRTs in particular. He speaks to a variety of audiences including attorneys, accountants and financial advisors, primarily on CRT secondary planning, tax implications of CRTs, and the role CRTs play in the estate and wealth planning of affluent clients. His articles have appeared in publications such as Estate Planning, NAEPC’s Journal of Tax & Estate Planning, Atlanta Bar Association’s The Mortmain, Wealth Strategies Journal and Atlantic Trust’s Trusted Advisor. He was also the lead editor of Managing Foundations and Charitable Trusts (Bloomberg Press), which is largely regarded as the definitive guide to managing charitable entities.
David Murray joined Sterling Foundation Management in 2008 and manages all aspects of Sterling’s secondary planning services for charitable remainder trusts (CRTs). He has a deep understanding of the important and unique role CRTs play in estate and wealth planning.
Mr. Murray works extensively with trust and estate attorneys, CPAs, and financial advisors on the tax, legal and financial implications of creating and managing CRTs. He is also a leading expert on the secondary planning options available to clients with existing CRTs. He frequently speaks at industry conferences and writes for industry publications.
Mr. Murray is a sought-after speaker for professional and lay audiences on philanthropy and charitable planning. He speaks frequently about various charitable planning vehicles to a wide range of audiences, including trust and estate attorneys, CPAs, financial advisors, income beneficiaries, among others. He is also the author of Tips for Every Stage of a CRT, a report drawing on Sterling’s experience conducting more than 5,000 CRT reviews.
5:00 – 5:05 Welcome & Meeting Announcements
5:05 – 5:25 Networking
5:25 – 5:30 Monthly Sponsor Spotlight
5:30 – 6:15 Speaker Introduction & Presentation
6:15 – 6:30 Closing Comments