Annuity distribution to trust

    • [DOC File]SPECIAL PROBLEMS IN ADMINISTERING ESTATES AND

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      The size of each monthly annuity payment depends on your spouse's age, the amount of the vested balance in your account, and the insurance company's annuity purchase rates. Upon the request of your spouse, the Plan Administrator will furnish your spouse with information as to the approximate size of the annuity payment. Your spouse must file a ...

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    • [DOC File]THE POWER TO ADJUST AND THE UNITRUST-

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      Jane's annuity is a separate share as is the residue of the estate. Further, the revocable trust is a separate share and may itself have two or more separate shares. In the trust setting, the most common application of the separate share rule is in trusts whose income either is payable in fixed shares to designated beneficiaries or may be accumulated for their future benefit. Situation 5 ...

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    • [DOC File]Using Trusts With Annuities Spurs Questions

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      THE OHIO COMMUNITY POOLED ANNUITY TRUST. GIFT ANNUITY ACCOUNT AGREEMENT (Intervivos) THIS GIFT ANNUITY ACCOUNT AGREEMENT (this “Agreement”) is made this ____ day of_____, , by and among (the “Qualified Donor”), THE DISABILITY FOUNDATION, INC., an Ohio non profit corporation serving as Distribution Trustee (the “Distribution Trustee”) of the Ohio Community …

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    • [DOC File]Overview of Grantor Retained Annuity Trusts

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      Distributions on death under a trust-owned annuity. Our previous articles have discussed the requirements that an annuity contract must contain specified language requiring distribution of contract values on the death of the "holder" of the contract. The Internal Revenue Code states that if a non-natural person is the owner of an annuity contract, then the annuitant is treated as the "holder ...

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    • [DOC File]THE OHIO COMMUNITY POOLED TRUST

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      (c) For Both the Power to Adjust and the Unitrust-Where it Would Change an Annuity or a Fractional Payout. Where the instrument describes what the beneficiary is to receive as a fixed annuity or a fixed fraction of the trust, the granting of the power to adjust would be a clear contravention of what the grantor had in mind, since the distributable amount was a definite sum, in the case of a ...

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    • Is Putting an Annuity into a Trust a Good Idea for Wealth ...

      A Grantor Retained Annuity Trust (“GRAT”) is one of the estate planning techniques based primarily on interest rate assumptions. Clients create GRATs using assets that are likely to earn more than the Internal Revenue Service’s measuring standard (the section 7520 interest rate) during the GRAT term in an effort to pass the appreciation in the assets to the beneficiaries of the trust ...

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