Search for: "Annuity Trust Fund"
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19 Oct 2022, 2:26 pm
What is a Charitable Remainder Annuity Trust (CRAT)? [read post]
2 Nov 2009, 4:00 am
The only stipulation is that the value of the annuity amount must be ascertainable at the time the trust is funded. [read post]
8 Nov 2013, 4:14 pm
The decedent formed the transaction, fully funded the trust, and essentially stood on both sides of the transaction. [read post]
25 May 2010, 3:47 pm
In a GRAT, during the trust term, the transferor receives an annual annuity of a fixed dollar amount or percentage of the fair market value of the trust assets. [read post]
4 Feb 2008, 7:52 pm
The caller had created a "grantor retained annuity trust" which he funded with about $500,000 within two years of being sued. [read post]
2 Jan 2012, 4:00 am
CharitablePlanning.com recently published a case study of a couple who chose to fund a charitable annuity trust (CRAT) with a life insurance policy. [read post]
18 Oct 2016, 11:00 pm
Volatile Assets To implement this strategy, you fund of the grantor retained annuity trust with assets that you expect to appreciate considerably during the trust’s term. [read post]
24 Jul 2014, 6:30 am
When you fund a grantor retained annuity trust, you are removing the assets from your taxable estate. [read post]
12 Jun 2014, 3:00 am
A married couple created revocable trusts that converted after their deaths to irrevocable charitable lead annuity trusts (CLATS). [read post]
20 Jan 2018, 12:00 am
We might take a second bite at the apple and try to save some more funds. [read post]
23 Jul 2009, 3:53 pm
FINRA announced today that it fined five bank broker-dealers a total of $1.65 million for deficient supervision and procedures related to variable annuity (VA), mutual fund or unit investment trust (UIT) transactions. [read post]
5 Dec 2009, 8:31 am
You may not be aware that a structured settlement need not only be funded with an annuity. [read post]
19 Jul 2010, 7:00 am
You may specify a bank account, a savings or money market account, an annuity, an IRA, a payable on death bank account or other form of contractual agreement to fund a pet trust. [read post]
19 Apr 2016, 11:31 am
Trust Funding Trust funding is one of the most important aspects of an estate plan or asset protection plan. [read post]
29 Jun 2010, 6:26 am
H.R. 5297 would restrict grantor retained annuity trusts (“GRATs”) to fund various measures intended to help small businesses. [read post]
31 Mar 2014, 3:44 pm
Federal Employees’ Retirement System: Budget and Trust Fund Issues, Katelin P. [read post]
28 Feb 2012, 6:55 am
Oftentimes, these variable annuity contracts are held in Individual Retirement Accounts and individual retirement annuity accounts maintained by trusting, unsophisticated investors, who are easily preyed upon by their trusted financial advisors. [read post]
19 Jan 2012, 8:56 am
Oftentimes, these variable annuity contracts are held in Individual Retirement Accounts and individual retirement annuity accounts maintained by trusting, unsophisticated investors, who are easily preyed upon by their trusted financial advisors. [read post]
1 Jan 2009, 10:33 pm
In 1999 The Hartford produced some point-of-sale pieces for appointed structured settlement annuity brokers to use to compete with alternatives to structured annuities such as bank trusts, CDs, variable annuities and US Treasuries. [read post]
15 Mar 2010, 6:49 am
GRAT basics A GRAT is an irrevocable trust you fund with a one-time contribution of assets. [read post]
