The CRT Exit Strategy

Did you know you can actually sell your Charitable Remainder Trust and potentially walk away with a big lump sum of cash...legally?

Most people have no idea this is even possible.

But the ultra-wealthy? They’ve been doing it for years.

A CRT is a powerful tax strategy that lets you defer capital gains, generate income, and support charity.

But here’s what they don’t tell you…

You don’t have to wait 10, 20, or even 30 years to benefit.

There’s a legal secondary market where investors will actually BUY your CRT interest...right now...for a lump sum.

We’ve helped clients exit CRTs they no longer needed or wanted, and get access to their money today, without destroying the tax benefits they worked so hard to secure.

If you’ve got a CRT and your goals have changed, if you want to unlock liquidity, eliminate future risk, or just simplify your estate, this webinar is for you.

Join Seth Greene & Roger Silk as they walk you through exactly how the strategy works, what the IRS says about it, and how to know if your CRT qualifies for a profitable exit.

If you have a CRT, or advise someone who does, you don’t want to miss this.

Event Details:
📅October 30th, 2025
🕒2PM to 3PM ET
💻Zoom

Click HERE to register now! We'll see you there.