Charitable Remainder Trusts—They’re Back!
Charitable Remainder Trusts—They’re Back!
Thomas J. Pauloski, National Managing Director
Please join us as we discuss the modern uses of charitable remainder trusts (CRTs) and why they are so compelling today from a financial and estate–planning standpoint. Tom will share how CRTs are used with common assets like publicly traded stocks, as well as more difficult assets like artwork, IRAs, and real property, and what CRT structures to consider in each situation. As part of the discussion, he will cover:
- How to avoid the 3.8% Medicare surcharge in the future with CRTs
- How to identify and avoid the “self-dealing” traps that you didn’t know existed
- How to deal with encumbered property and the debt-financed income issues
Thomas J. Pauloski
National Managing Director
Thomas J. Pauloski is a National Managing Director of the Wealth Planning and Analysis Group; he works with private clients and their advisors on wealth transfer strategies, focusing on tax-efficient wealth management and asset allocation decisions. Pauloski was appointed a National Managing Director in 2009. Prior to joining the firm in 2005, he was a partner in the trusts and estates department at Winston & Strawn LLP in Chicago. Pauloski is on the faculty of the American Bankers Association National Trust and National Graduate Trust schools; he has also been an adjunct professor at Loyola University Chicago School of Law and has taught estate planning classes at Northwestern University Law School. Pauloski earned a BS in environmental engineering from Northwestern University and a JD, magna cum laude, from Loyola University Chicago, where he served as editor-in-chief of the Loyola Law Journal. He retired as a commander from the US Naval Reserve in 2003, with 21 years of combined active duty and reserve service.
