Special Needs Trust Oregon With An Annuity
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FAQ
Retirement accounts like an IRA, Roth IRA, 401K, 403b, 457 and the like don't belong in your trust. Placing any of these assets in your trust would mean that you're taking them out of your name to retitle them in the name of your trust. The impact this will have on your taxes can be disastrous.
While the permissible distributions depend on what types of public benefits are being received, generally a supplemental needs trust may make distributions for the beneficiary's education, recreation, counseling, and supplemental medical services.
In general, there are many good reasons to put an asset into a trust: a trust protects it from creditors after you pass away, can reduce estate taxes, can assist in long-term care planning, and offers more control than a will in regard to managing the distribution of assets.
How To Transfer Ownership of an Annuity to a Trust. It is not difficult for an annuity to own a trust. Typically, when the annuity is first purchased, the trust can be named as the owner. This means that the trust will serve as the beneficiary and can receive the benefit from the annuity when the annuitant dies.
Typically there is more flexibility with trusts as beneficiary of a qualified annuity, but there are still ways to plan for a trust beneficiary of either. Trust accounting is complex and should be referred to a tax advisor.