beat the estate

Beat the Estate Tax Blow with Deferred Annuities and an Irrevocable Trust

In January 2012 LifeHealthPro featured Russell Towers’ article, “Beat the Estate Tax Blow: with Deferred Annuities and An Irrevocable Trust”. This article looks at the possibility of using an annuity if life insurance is not an option for your client when it comes to legacy planning. The article goes on to outline the basic structure of trust-owned annuities, gift tax issues during the lifetime of the estate owner, income tax issues during the lifetime, income tax issues after the death, and estate tax issues at death. In addition, there are also two case studies included in this article;
to read more download a PDF of the article or read it online.