“Substantial Sale Charitable Remainder Trust (CRT)” White Paper

Defer Capital Gains & Create Income After a Big Sale with a CRT

In this insightful 4-page white paper, nationally renowned CPA and tax expert Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) explains how to use a Charitable Remainder Trust (CRT) following a substantial asset sale to defer capital gains taxes, generate lifetime income, and leave a charitable legacy. Keebler outlines the key rules, structuring options, and planning opportunities, making this a must-read for advisors, CPAs, and clients facing a major liquidity event.