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Land Investor Podcast

Charitable Remainder Trusts (CRTs): A Smart Exit Strategy for Landowners

Episode 44

Charitable Remainder Trusts (CRTs): A Smart Exit Strategy for Landowners

0:11:29 - 07/10/2025

In this episode of the Land Investor podcast, we hear a previously unreleased segment from our conversation with Joseph Michaletz and Michael O'Toole of Discipline Advisors. Joe and Mike walk us through the powerful benefits of Charitable Remainder Trusts (CRTs) as a lesser-known, tax-efficient strategic solution for landowners looking to sell low-basis assets like equipment. They dive into how CRTs can defer taxes, preserve income, and support estate planning goals. If you're considering a transition out of farming or ranching, this short episode delivers valuable insights that could directly impact your financial planning.

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Meet The Hosts

A smiling man with gray hair and a beard wears a brown Fay Ranches cap, a green plaid shirt, and an olive green quilted vest, standing in front of a wooden wall.

Ryan Bramlette, ALC

Fay Ranches

Ranch Sales | Licensed in MT

(406) 580-9569 rbramlette@fayranches.com See Everything by Ryan
View Bio
A man wearing a beige cowboy hat, red plaid shirt, and gray vest stands smiling in front of a wooden wall.

Matt Henningsen

Fay Ranches

Ranch Sales | Licensed in MT

(406) 570-5072 mhenningsen@fayranches.com See Everything by Matt
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Meet The Guests

A middle-aged man with a bald head and gray beard, wearing a dark blazer and light shirt, stands with arms crossed and smiles at the camera in front of a light, abstract background.

Joseph G. Michaletz

CEO, Principal, Discipline Advisors

(507) 625-5876 Ext. 9399 See Everything by Joseph
A man with short hair and a beard, wearing a dark suit and white shirt, stands with arms crossed and smiles at the camera in front of a soft, abstract background.

Michael O'Toole

Financial Advisor, Principal, Discipline Advisors

(507) 625-5876 Ext. 4102 See Everything by Michael

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McElmo Creek Farm & Guest Ranch, situated in the breathtaking landscape near Cortez, Colorado, is a unique retreat that seamlessly blends adventure, relaxation, and cultural exploration. This working guest ranch...

$3,250,000

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Mountain Meadows Lake

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Imagine owning a vast expanse of natural beauty, a private retreat where adventure, serenity, and wildlife come together in perfect harmony. Welcome to Mountain Meadows Lake, an extraordinary 411± acre...

$3,250,000

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Razorback Ridge

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Home to deer, elk, bear, mountain lion, turkey, and other wildlife, Razorback Ridge is perfect for outdoorsmen. 3,648.49± acres of pure mountain pleasure and just a short one-hour drive east...

$3,250,000

3648± Acres

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