Selling CRT Lead Interests

Resource Description

During
the last three to four years, we?ve seen many CRT grantors look for an
alternative to the CRT lifetime lockup. And we found that in most of
our cases there was ultimately no legal, regulatory or economic barrier
to a successful transaction. In other words, the clients were able to sell
their interests in the CRT for a price that made it worthwhile for
Selling CRT Lead Interests
Once thought of as lifetime deals, lead interests in charitable
remainder trusts now are being sold?for a profit.
Now, advisors may have a duty to inform clients of this option
By Roger D. Silk,
principal, and
James W. Lintott,
principal, Sterling
Foundation
Management, LLC,
Reston, Va.
PHILANTHROPY
them to do so. Of course, the market
for these interests is, and probably
will remain, a specialized niche.

Details

  • Resource Type

    White Paper
  • Publish Date

    Jul 6, 2012

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