CRUT Strategies, Contingency Fee Windfalls, and Protecting Valuable Collections

In this week’s Scholar Wealth Podcast, Stephan answers two listener questions that arise after major financial events.

First, he explains how a charitable remainder unitrust (CRUT) can help real estate investors defer capital gains, create an income stream, and maintain flexibility in charitable giving.

Next, he turns to a contingency attorney who just received a seven-figure payout and needs to balance liquidity, taxes, and reinvestment for future cases.

Finally, in our From the Field segment, Stephan is joined by Anne Rappa, National Fine Arts Practice Leader at Marsh McLennan Agency. Anne shares what high-net-worth families should know about protecting valuable collections—from fine art and jewelry to rare collectibles—and what can go wrong when key protections are overlooked.

Have a question for a future episode? Submit it at scholaradvising.com/podcast

Disclaimer: The information provided in this podcast is for general informational and educational purposes only, and is not intended to constitute financial, investment, or other professional advice. The opinions expressed are those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Investing in financial markets involves risk, including the potential loss of principal. Past performance is not indicative of future results. Before making any investment decisions, you should consult with a qualified financial advisor, who can assess your individual financial situation, objectives and risk tolerance. Thanks for listening!