MARK KOHLERMain Street Professionals, Main Street Professionals, Main Street Professionals, Main Street Professionals, Main Street Professionals, LLC · Owner at Main Street Professionals, LLC

How the Wealthy Trade Crypto Tax-Free (CRT Method)

7 Dec 2025 · 1 min

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This content was created by MARK KOHLER. This content was uploaded by MARK KOHLER. This is a YouTube video titled "How the Wealthy Trade Crypto Tax-Free (CRT Method)" (created 2025-12-07). The excerpt is a spoken segment by Mark Kohler offering tax and estate-planning advice about using charitable remainder unitrusts (CRUTs) to sell cryptocurrency tax-free, then reinvesting the proceeds inside the trust (including trading or buying new crypto), discussing different CRUT variations, potential returns, design complexities, and risks to the trust corpus.

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After you send the crypto into the charitable remainder trust and you sell the crypto, is it possible to trade and buy new crypto with the US Dollar funds? Yes, that's what I'm saying. Once you get that money in the trust, you could keep trading it, keep growing it. You just harvested that huge sale with no tax. Keep building the pie, make it bigger. Make that bucket bigger. Because every year you get 7, 8, 9, 10, 11. I've had it with clients that are in their 50s. They're getting 14, 15% on whatever's in that trust, and it's going to be invested. You want to grow it, you want to build it, and if you don't, it. Oh, that's one of the drawbacks. If you blow it, if you lose the money in there, it's gone. So you got to be careful. Some clients are just going to buy mutual funds, maybe an s and p500 indexed annuity, who knows, to just kind of maintain it? You can do that, but it'll dip into corpus, dip into the trust to make sure you get your percentage. Anyway, there's different ways to design these, but that's why they're so complex. There's actually about 25 different versions of cruts. There's Nim Crutts, Kratz Lead Trust, and there are a bunch. I love the CRUT because it gives you the most control to continue investing the trust. Once you sell the crypto.