One of the most common questions we get from financial advisors with regards to a Charitable Remainder Trust is: “Can we fund it with an annuity?”
Listen as Trust and Estate Attorney John Erik Fraker addresses this question.
AFPAN Podcast, Charitable Giving, Charitable Remainder Trust, Estate Planning, Estate Tax Planning, Irrevocable Life Insurance Trust, Oakland Probate Lawyer, San Francisco Probate Lawyer, San Jose Estate Planning Attorney, Saratoga Estate Planning Attorney
Can you Use an Annuity to Fund a Charitable Remainder Trust?
