How a Charitable Remainder Trust Can Help Diversify a $2.4 Million Concentrated Stock Position While Avoiding Capital Gains Tax

A 68-year-old retired executive sits on $2.4 million of a single stock, likely shares from a long-ago IPO or decades at a former employer. Her cost basis is $180,000, meaning roughly $2.22 million of embedded long-term capital gain. She wants to diversify