CRUTs: A Win-Win Tool

Date: Tuesday, September 25, 2018
Time: 4:30pm - 7:00pm
Location: SB University Club
Speaker: Joe Ferreira & Jack Rabuck

Many professionals are aware of charitable remainder (uni)trusts, but they are not very common. We took a close look at these trusts and the most common fact patterns surrounding their use. What we found surprised us. There are many common fact patterns where the expected tax benefits of utilizing a charitable remainder unitrust actually outweigh the amount of money that these vehicles transfer to charity. We’ve put together this primer that we hope you find useful:

Jack Rabuck is a financial advisor at West Coast Financial specializing in retirement planning, business transactions, and estate transfer planning. Jack is the head of fixed income strategies and runs WCF’s Bay Area operations. 

Joe Ferreira is the Director of Advisory Services at West Coast Financial, a fee-only wealth management firm in Santa Barbara.  He has been with the company since 2009 and has served in a variety of advisory roles for the firm before taking on a more strategic role in 2016.  He is a Certified Private Wealth Advisor ® and specializes in working with highly compensated executives and high net worth clients.

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