Search for: "Annuity Trust Fund"
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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]
4 Feb 2009, 11:05 am
Business Policies What are the trustee's policies for: Structured settlement annuities; Annuity funding of attorney fees and other non (IRC 130) qualified assignments? [read post]
23 May 2012, 5:05 am
The gift tax value of the transferred assets is determined at the time the trust is created and funded using the "subtraction method. [read post]
28 Aug 2008, 9:44 pm
When a structured settlement is used in conjunction with a Special Needs Trust or Supplemental Needs Trust the annuity owner IS NOT the Special Needs Trust or the Supplemental Needs Trust. [read post]
30 Mar 2006, 1:26 pm
The taxable gift on the funding is not equal to 100% of the value of the property transferred to the trust - instead, it is reduced by the value of the annuity interest retained by the transferor. [read post]
30 Oct 2007, 12:21 pm
Durkin partner at the firm, Pedersen & Houpt in Chicago, to clear up these misunderstandings, talk about his experience dealing in special needs trusts, discuss how special needs trusts are funded and highlight the importance of putting the disabled person and their family first. [read post]
27 Oct 2008, 12:55 am
This is because that once a release has been signed (either with a defendant, insurer or qualified settlement fund trustee) the tax benefits of a structured settlement are forever lost.A United States Treasury Bond Trust may be used alone or in conjunction with an annuity structure. [read post]
8 Oct 2020, 4:50 am
The regulator found that from January 2011 through August 2016, Wells Fargo “failed to supervise the suitability of recommendations that customers sell a variable annuity and use the proceeds to purchase investment company products, such as mutual funds or unit investment trusts. [read post]
20 Mar 2009, 11:46 am
Compare that with the commission paid on the average mutual fund of 2%. [read post]
5 Mar 2007, 8:53 am
The other major benefit of the variable annuity is that the client owns the contract, or it can be owned by a trust if the client is a minor or incompetent. [read post]
19 May 2008, 7:00 am
You have a number of options to fund your Pet Trust… make sure that you have a Trust to fund. [read post]
24 Jun 2010, 12:35 pm
Special Needs Trust, Spendthrift Trust, to you personally) Payments can be regular or irregular This author submitted the following answer to the question what is a structured annuity at AnswerBag.com"A structured annuity is a type of qualified funding asset used to fund the payment of damages. [read post]
28 Feb 2007, 12:38 pm
The Mass Mutual trust/annuity product was just getting started when MML pulled the plug on their Settlement Solutions division so we don't know how that would have fared in the long run. [read post]
19 Aug 2020, 5:01 am
If Drum wants to go after federal trust funds because he thinks the general fund is sufficient, does he propose to eliminate not only the Social Security trust funds (technically there are two, the old-age and survivors insurance fund and the disability insurance fund), but also the two Medicare trust funds, the Civil Service Retirement and Disability Fund, the Military Retirement Fund, the Employees… [read post]
30 Sep 2019, 1:33 pm
The purchase of the annuities paid by the trustee of the trust with trust assets was not a fraudulent asset conversion that would void the annuity exception. [read post]
23 Jun 2011, 10:35 am
Why Should You Fund Your Trust? [read post]
15 Aug 2013, 8:00 am
It is indeed possible for a charitable gift annuity, a charitable remainder unitrust, a charitable remainder annuity trust, a life estate agreement or a pooled income fund to be converted into a current gift. [read post]
21 Feb 2012, 5:10 am
In addition, this insurance can be helpful in some situations involving multigenerational trusts. [read post]
29 Dec 2020, 7:56 pm
Specifically, that Wells Fargo: Failed to establish and maintain a supervisory system, and failed to enforce written supervisory procedures (“WSPs”), that were reasonably designed to achieve compliance with FINRA’s suitability rule as it pertains to switches from variable annuities to investment company products (i.e. mutual funds, Unit Investment Trusts (UITs), etc.). [read post]
1 Jul 2009, 6:45 am
When applying for benefits under the Trust Fund, the plaintiff and her spouse signed, among other things, a waiver of the Trust Fund's qualified joint and survivor annuity (the "QJSA"). [read post]
