Private Annuity – Benefits Now Limited


Estate planners often deal with clients who wish to take care of family members and provide for an alternative to an outright gift and to freeze assets so that future appreciation will not be subject to gift, estate and generation-skipping transfer taxes. Annuities are often created to keep appreciated assets out of one’s estate, to be relieved of the financial management of assets such as real property, an interest in a closely-held corporation, or other like assets, and to obtain possible income tax advantages.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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