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
1 post / 0 new
Last post
Joined: 02/25/2004
Points: 30
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

Add comment

Login or register to post comments


7520 Rates:  July 3.4%  June 3.4%  May 3.2%

Already a member?

Learn, Share, Gain Insight, Connect, Advance

Join Today For Free!

Join the PGDC community and…

  • Learn through thousands of pages of content, newsletters and forums
  • Share by commenting on and rating content, answering questions in the forums, and writing
  • Gain insight into other disciplines in the field
  • Connect – Interact – Grow
  • Opt-in to Include your profile in our searchable national directory. By default, your identity is protected

…Market yourself to a growing industry