357: Should I have a Charitable Remainder Trust - CRT
Main Street Business
Mark J Kohler and Mat Sorensen
2.4 • 584 Ratings
🗓️ 6 October 2021
⏱️ 49 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome, everyone to the Main Street Business Podcast. |
| 0:09.9 | This is Matt Sorensen, joined by my number one co-host. |
| 0:15.2 | My only co-host, Mark Kohler. |
| 0:17.9 | Thank you. |
| 0:18.6 | There's only, I was like, is there someone else? Yeah. Just still number one, Mark. I'm glad I'm your number one, Matt. Thank you. You're my number two, as John Luke Picard would say in next generations. You know, or did he call his guy number one or number two? You know, I just want to be first, not last. That's all I |
| 0:39.0 | remember from that show. Yep. I'm a, I'm a treky, but a week when at that, if I don't even know |
| 0:45.2 | what John Luke Picard called his helper. Okay. Now, welcome everybody. Today's show. We're trying |
| 0:51.3 | to keep a light, keep it interesting, and keep it extremely engaging |
| 0:56.0 | and informational. |
| 0:57.1 | This is a sweet topic, Matt. |
| 0:58.4 | I mean, yeah. |
| 0:59.6 | I mean, it's an amazing topic. |
| 1:01.0 | We're talking about the amazing strategy of the charitable remainder trust, which is something |
| 1:06.5 | that can help you save taxes. |
| 1:08.9 | If you've got a highly appreciated asset, it's a great estate planning |
| 1:12.0 | tool. There's even some asset protection benefits to it. It's a little, it takes some work to get. |
| 1:19.2 | It's not just like I'm going to give you a one sentence thing, do this. Here's an easy button and you |
| 1:23.0 | got it. So that's why we got to do a whole podcast episode on it. Yeah. And there's a lot of renewed |
| 1:29.5 | interest in the CRT. And we're going to call it that for short during this podcast, CRT, |
| 1:36.4 | charitable remainder trust and a lot of renewed interest because of the appreciated gains |
| 1:42.0 | people around the country are facing with cryptocurrency. Most predictions are |
| 1:48.0 | that we're in the, what do you call, the calm before the another run. Everybody holding |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Mark J Kohler and Mat Sorensen, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Mark J Kohler and Mat Sorensen and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

