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Charitable Remainder Trusts (CRTs): A Smart Exit Strategy for Landowners

Charitable Remainder Trusts (CRTs): A Smart Exit Strategy for Landowners

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In this episode of the Land Investor podcast, we hear a previously unreleased segment from our conversation with Joseph Michaletz and Michael O'Toole of Discipline Advisors. Joe and Mike walk us through the powerful benefits of Charitable Remainder Trusts (CRTs) as a lesser-known, tax-efficient strategic solution for landowners looking to sell low-basis assets like equipment. They dive into how CRTs can defer taxes, preserve income, and support estate planning goals. If you're considering a transition out of farming or ranching, this short episode delivers valuable insights that could directly impact your financial planning.

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Learn more about Discipline Advisors at https://www.disciplineadvisors.com/

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