Expertise offered by Evan D. Unzelman, President, Sterling Foundation Management
About the program:
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.
About the speaker:
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
-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.
• $40 / Accredited Estate Planner® designee
• $60 / member of [enter EPC name here]
• $100 / non-member
• $250 / council meeting or group gathering
To learn more about the NAEPC Monthly Webinar Series and to see both past & upcoming programs, CLICK HERE.
Continuing education credit will be available for Accredited Estate Planner® designees. In addition, a certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file.