White paper- Annuities as Trust Assets

The Annuities as Trust Assets White Paper discusses whether an immediate annuity or a deferred annuity is a suitable asset for the beneficiaries of a trust. Considerations include: Does purchasing an annuity result in favoring one beneficiary over others? Is the annuity a prudent asset considering the other assets the trust owns? Are the tax consequences and costs of owning an annuity favorable to the trust and its beneficiaries? Annuity as Trust Assets White Paper