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March 2021

SPEPC Monthly ZOOM Meeting

March 16 @ 5:00 pm - 6:30 pm

CRT’s and Tax Planning

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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.

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