Please note: As of October 18, 2006 Private Annuity Trusts are no longer allowed by the IRS until further notice. All articles below which reference PATs were written prior to 10/18/2006 and are only applicable to trusts established prior to this date. The Installment Sale Through a Foundation is now a great alternative to the PAT.

  • Using a Private Annuity Trust to Sell a Business
    more info

  • 1031 and TIC: How They Work Together to Provide a Hassle-Free Income Stream
    more info

  • Private Annuity Trusts: Financing your Retirement
    more info

  • Private Annuity Trusts Are Not Tax Shelters
    more info

  • Common Questions About the PAT Income Stream
    more info

  • Private Annuity Trust, Charitable Remainder Trust or 1031-TIC: Which is right for you?
    more info

  • The Charitable Remainder Trust
    more info

  • The Basics of the 1031 Exchange and Tenancy In Common
    more info

  • Are TaxesRreally Inevitable? Maybe, but with Proper Planning they Can be Minimized!
    more info

  • 5 Common Mistakes People Make When Selling Their Highly Appreciated Assets And How to Avoid Them
    more info


This material is not intended as an offer or solicitation for the purchase or sale of any security or other financial instrument. Securities, financial instruments or strategies mentioned herein may not be suitable for all investors. Any opinions expressed herein are given in good faith, are subject to change without notice, and are meant for informational use only. The information contained on this site does not constitute advice on tax or legal issues. This material does not take into account your particular investment objectives, financial situations or needs and is not intended as a recommendation of particular securities, financial instruments or strategies to you. Before acting on any recommendation in this material, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice.

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