1031 Exchange alternative for Real Estate and Appreciate Assets to Avoid & Defer Capital Gains Taxes
 Private Annuity Trust -1031 Exchange Alternative for Appeciated Assets to Avoid/Defer Capital Gains Tax

Private Annuity Trusts - Frequently Asked Questions - 16/22

How do I manage the trust’s investments?

The annuitant(s) absolutely cannot manage the investments or any other aspect of the trust.

Only the trustee can do that, though the annuitant(s) can make recommendations.

Most trustees would go along with those recommendations as long as they were generally prudent investments.
 

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Ronald Noll
Ronald L. Noll,
CEA, CPA, MST
Director NAFEP
Noll & Co, Inc.
18 E. Lancaster Ave
Malvern, PA 19355

(800) 360-6655
(610) 644-5807 fax
(610) 644-3750 x146


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