On today’s episode our host Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame, and her guest David Murray, Vice President at Sterling Foundation Management, explore the 4 planning options for existing Charitable Remainder Trusts (CRT), shedding light on compelling reasons to consider adjustments post-setup. Discover the “secret sauce” essential for maximizing the benefits of this asset, accompanied by real-world examples that offer insights into enhancing your CRT strategy.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

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