For most attorneys, CPAs, and financial advisors, charitable remainder trusts (CRTs) don’t come along every day. However, because a CRT can be such an effective planning tool in certain situations, it’s useful to have basic knowledge about how they work.  

Our team serves as a sounding board for all things charitable giving. When the topics of giving and planning arise and your clients are interested in evaluating strategies to support the causes they care about, you can loop us in to help.