Episode 29: CRUT Strategies, Contingency Fee Windfalls, and Protecting Valuable Collections

November 3rd, 2025  |  29 mins 31 secs

art insurance, asset protection, charitable giving, charitable remainder trusts, contingency attorneys, cruts, donor-advised funds, financial literacy, fine art protection, legal windfalls, liquidity event, liquidity management, real estate investing, real estate sales, risk management, tax planning, trust strategies, uneven income planning, valuable collections

This episode examines three sides of wealth protection: how to use a charitable remainder unitrust (CRUT) when selling appreciated real estate, how contingency attorneys should plan after a major payout, and how to safeguard valuable art and collectibles with Anne Rappa of Marsh McLennan Agency.