Thinking of exiting real estate but dreading the capital gains tax? In this episode of the Equity Advantage podcast, we sit down with charitable planning expert Lon Dufek (CFP®, CPA) to explore how a Charitable Remainder Trust (CRT) can be a powerful exit strategy — especially for those tired of managing property or not interested in a 1031 exchange.
Topics Covered:
- What is a Charitable Remainder Trust (CRT)?
- CRT vs. 1031 Exchange: Key Differences
- How CRTs help you avoid capital gains tax
- Real-life case study: Turning $500K into $2M in benefits
- Using appreciated assets (real estate, stocks, crypto, antique autos) in a CRT
- How to ensure your children aren’t disinherited
🔗 Contact Lon Dufek:
📧 lon.dufek@gmail.com
📞 (503) 267-9702
🌐 Learn more at www.1031exchange.com
📞 Call us at: 800-735-1031
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