Planned Gift Design Services
social media and e-mail
  • home
  • about
  • services
  • Jack Straw Fortnightly
  • PG 103
  • The Greystocke Project
    • section 112 problem child
    • income ordering rule shifts benefit to lower generation
    • unanswered questions in PLR 201735005
    • waiting for the other shoe
    • landmark or mirage
    • the ask
    • three sixty five
    • speaking at MNPGC in november
  • case studies
    • the "pre'69" remainder trust
    • the nonqualified testamentary CRAT
    • correctly reporting an indirect skip
    • anti-lapse statutes and revocable trusts
  • speaking to your group
    • presentations
  • weblog
  • contact

the gift annuity in context

SKU: gift annuity
$100.00
$25.00
$25.00
Unavailable
per item

Summary outline:

  • the gift annuity funded with appreciated property as a special case of the bargain sale
  • as an exception to the acquisition indebtedness rule
  • unrelated business taxable income (UBTI)
  • valuing the annuity stream, incl. two-month lookback
  • taxation of the annuity payout
  • expected return multiple
  • annuity for benefit of spouse, nonspouse
  • reserves and reinsurance
  • ACGA recommended maximum rates
  • exception to securities laws
  • Facebook
  • Twitter
  • Pinterest
  • Google+
Add to Cart
You will receive an automatic confirmation, and then a second e-mail with a link to the webinar within 24 hours of placing your order. Thanks.
The paralegal consulting services described on this site are offered only to lawyers.
Russ is not maintaining an active license to practice law.
He is not licensed in Arizona, and he does not offer legal services in Arizona.

Proudly powered by Weebly