Recent content by lmiklosy

  1. L

    Annuities in Trusts Bad Faith or Loophole?

    The US tax code is specific about tax treatment of annuities that fund a Grantor Trust or more familiar a family trust. When the grantor dies the IRS will consider this a taxable event depending on who the specified beneficiary is. If the annuity beneficiary is a spouse, she has the option of...
Back
Top