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14 May 2006, 11:26 am
"Beyond Structured Settlements" - S2KM's weblog includes the following additional posts about settlement transfers:Introduction to Structured Settlement Transfers; Self-funded Settlement Transfers - Questions producers should be asking annuity providers; Wentworth and Symetra Release 39 of "Structured Settlements and Periodic Payment Judgments" NSSTA - Unfortunately, NSSTA has provided almost no educational information about settlement transfers… [read post]
12 May 2006, 5:46 am
For example, the 2006 ATLA Winter Meeting featured a cross-fire type comparison of structured settlement annuities and managed funds. [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]
11 Jul 2005, 1:26 pm
Under UGMA, investments were generally limited to money, securities, life insurance, and annuity contracts, although some states allowed investments in other assets. [read post]
7 Jul 2005, 10:34 am
Because of the way the designation is made, the company’s only alternative is to pay the funds to a guardian of the estate for the minor children. [read post]
