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Tag: Charitable Remainer Unitrust

Tackling the Challenges of a Concentrated Position by Creating a CRUT

April 26, 2018

By Kristin Sun

Silicon Valley is home to countless entrepreneurs who have created significant wealth, all concentrated in a single stock with very low cost basis. These positions can be quite volatile and often do not generate much income, if at all. Also, by selling the shares, the individual is faced with what can be sizeable capital gains … Continued

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