Commercial annuity inside a lead trust

Commercial annuity inside a lead trust

Forum topic posted in Forum on 23 October 2008| comments
audience: | last updated: 23 October 2008
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Can a lead trust invest in a commercial annuity and avoid excess income being recognized by the lead trust by never withdrawing excess income (i.e. income above and beyond what is required to be distributed by the lead trust) from the annuity? (similar to the spigot trust concept in a CRT) Thank you. Wes

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