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Is there an exception when transferring an annuity to a trust?

michele

Level 6

Forum|Forum|6 years ago

December 7, 2019

Solved

Is there an exception when transferring an annuity to a trust?

Forum|Forum|6 years ago
December 7, 2019
1 reply
10 views

Have some clients wanting to transfer annuities to their trust. I thought there was an exception so they would not run into taxation issues. Any information greatly appreciated.

Michele

Lacerte Tax

This topic has been closed for replies.

Best answer by sjrcpa

What kind of trust?

1 reply

sjrcpaAnswer

Level 15

Forum|Forum|6 years ago

December 7, 2019

What kind of trust?

The more I know the more I don’t know.

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