The following case studies illustrate some of the most common situations and outcomes Sterling has seen since we began providing CRT Secondary Planning services in 2003.

CRT Income Interest Sale

Regain Control of Assets for Family

Client's Situation Changed Since Creating CRT

Simplification of Financial Affairs

Underperforming NIMCRUT

Change in Health Status

Mortality Risk

Divorcing Couple with a CRT

CRT Rollover

Reduce Taxable Income and Create Future Income Stream for Children

Reduce Taxable Income and Create Immediate Income Stream for Children

Spouse Isn't an Income Beneficiary

Underperforming NIMCRUT