Attorney Brent Nelson will join us to discuss Creative Charitable Trust Planning) - more specifically how Charitable Remainder Trust (CRTs) work, the key benefits of them (for both to the donor and the non-profit), who can "do" them and if/when a CRT is the best option to consider.
Brent W. Nelson is a partner at Rimon, P.C., practicing in Arizona and Colorado. A select group of U.S. and international individuals, families and financial institutions work with Brent on their complex tax, estate planning, and family business matters. Collectively, Brent’s clients live, invest, or have family on every inhabitable continent in the world. Brent is an ACTEC Fellow, the former Chair of the State Bar of Arizona, Probate and Trust Section, an author for Thomson Reuter’s Arizona Estate Planning and Probate Handbook, and the host of the Wealth and Law Podcast. He can be found across social media platforms @wealthandlaw.