Private Annuity Sale | FRB Law
Автор: Falcon Rappaport & Berkman LLP
Загружено: 2026-02-10
Просмотров: 6
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A Private Annuity Sale is a powerful estate planning strategy that allows you to transfer high-growth assets to the next generation while retaining lifetime income and reducing estate taxes.
By selling assets such as a closely held business, real estate, cryptocurrency, or a concentrated investment portfolio to an irrevocable trust in exchange for a lifetime annuity, future appreciation is removed from your taxable estate. Because the annuity ends at death, the transferred asset and its post-sale growth pass to your heirs outside of your estate.
When structured properly, a private annuity sale can shift millions of dollars of appreciation to heirs free of additional estate tax, making it an attractive option for individuals who have used most or all of their lifetime gift tax exemption and want to minimize taxes on future growth.
To learn more about whether a private annuity sale is right for you, contact FRB’s Comprehensive Estate Planning and Private Client attorneys at (949) 333-8152 or visit www.frblaw.com.
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