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Annuities as Trust Assets
Should a trust purchase an annuity
as an asset for its beneficiaries?
Whether an annuity is a suitable asset for a trust is not a simple question.
The answer varies depending on many factors: the type and terms of the trust,
the ages and health of the beneficiaries, the asset management expertise of the trustee,
the type of annuity, how any growth in the annuity might be taxed, and the length
of time the trust is likely to last.
When considering the purchase of an annuity, trustees should
get answers to these fundamental questions:
* Are the tax consequences and costs of owning an annuity favorable to the trust
and its beneficiaries?
* Is the annuity a prudent asset considering the other assets the trust owns?
* Does purchasing an annuity result in favoring one beneficiary over others?
In the right circumstances, an annuity may be a useful asset for the trust.
In the wrong circumstances, however, it can create problems. When income tax
deferral on any growth in the contract is important, the trust's tax and legal advisor
should always be consulted.
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