National Association of Estate Planners and Councils

NAEPC Webinar: Secondary Planning for Charitable Remainder Trusts (CRTs)

Presented by National Association of Estate Planners & Councils

Wednesday, July 13, 2016

3:00pm - 4:00pm ET

Speaker: Evan D. Unzelman, President, Sterling Foundation Management

There is no fee to attend this special sponsored webinar.

Attendees will learn about the options available to clients with CRTs—gift the income interest to charity, terminate/commute the CRT, sell the income interest, do a CRT Rollover—and how to review a client's CRT to determine which option, if any, is the best fit for the client.  

With over a decade of specialized experience in the field of private foundations and CRTs, Evan Unzelman has risen quickly through the ranks of charitable and tax planning. He began his career at a multifamily office, where he helped provide comprehensive solutions to the complex challenges faced by affluent families. In 2006, he joined Sterling, where he oversaw the administration of all of the firms’ charitable clients. In 2008, he was hand-picked to lead the expansion of the firm’s CRT brokerage platform.

Evan was elevated to COO in 2010 to expand and sharpen Sterling's service offering for charitable donors and their advisors. During that time, he launched Sterling's donor advised fund, grew the firm's CRT income interest sale volume year-over-year, and helped create and implement the "CRT Rollover" strategy to provide new options to CRT donors beyond selling their income interest. In 2015, Sterling's Chairman and CEO promoted Evan to President, expanding his responsibilities to include the supervision of all business lines:

-Private foundation administration
-Sterling's donor advised fund
-Charitable consulting
-Industry-leading CRT program

Evan is a recognized expert and sought after speaker in the field of charitable planning, and CRTs in particular. He speaks widely to a variety of audiences including attorneys, accountants and financial advisors, primarily on the sale of income interests in CRTs (Standard CRUTs, NIMCRUTs, NICRUTs and CRATs), tax implications of CRTs, and the role CRTs play in the estate and wealth planning of affluent clients.

Evan received finance and economics degrees (summa cum laude) from Pacific Lutheran University in Tacoma, Washington.

REGISTER HERE for the individual program. To register for the 2016 series, please click HERE.

See all upcoming and previous webinars

The Robert G. Alexander Webinar Series

The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education.  Programs typically take place on the second Wednesday of each month at 3:00 pm ET. 

Not able to attend on the live date and time? 
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.


Fees 

Registration is available for individual webinars or by purchasing a yearly series subscription, which offers access to all of the programs scheduled during the calendar year for one discounted fee.    

Individual Series Type
$40 $280 ($360 value) Accredited Estate Planner® designee or Estate Planning Law Specialist certificant
$40 $280 ($360 value) Student (available to a student who is enrolled either full or part time in an undergraduate or graduate program, majoring in the disciplines of legal, accounting, trust, insurance/financial planning, or philanthropy)
$60 $420 ($540 value) Member of an affiliated local estate planning council or at-large member of NAEPC
$100 $700 ($900 value) Non-member
$250 $1,125 ($2,250 value) Council meeting / group gathering (one feed to be shown in a single location to a group that has gathered together)
Additional feeds available for $25 per feed per webinar by contacting us after the initial registration.

To Register

  • Individual Program:  Click on "register here" on the page associated with the program you will be attending live or on-demand. ​
  • Series Subscription: REGISTER FOR THE SERIES.  We will send you an email after your registration has been processed with instructions about how to obtain log-in credentials for each program.  

For Our Councils

NAEPC understands that councils want and need compelling virtual programming options to supplement their regular calendar of events. To accommodate this need, NAEPC is offering affiliated councils on-demand* access to any four webinars for a reduced cost of $400. Choose the "Pro-Rated Group Gathering" option on the online registration form and we will contact you promptly for your selections and to provide the program links and accompanying materials.  

Councils that wish to offer continuing education credit must become the provider with their state and/or governing body.

*NAEPC will provide a website link and password to the recorded version of each webinar you choose, which can be used to show the program to council members and guests who have gathered together in person or on a virtual meeting. Please allow up to three business days after the live webinar to receive the link to the recorded program. 


Continuing Education Credit

Continuing education credit is available at most webinars for Accredited Estate Planner® designees.  In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.  Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availability of credit. 


Event Conduct Policy

By registering, all attendees agree to follow the NAEPC Event Conduct Policy at each webinar.


Questions  

Download the handy webinar FAQ page, email us, or phone the national office at 866-226-2224.