Securites offered through: Direct Capital Securities, Inc., Member FINRA • SIPC
All investment strategies have risks. Past performance and/or forward statements are never an assurance
of future results. Only a sponsor's Private Placement Memorandum or Prospectus is controlling.
Nothing contained herein shall constitute an offer to sell or a solicitation of an offer to buy any
security. Such offers may only be made by written prospectus and only in a jurisdiction where the security
is duly registered or exempt from registration therein.
What is a Private Annuity?
A Private Annuity is a contractual agreement of sale between two private parties. Usually the seller (the annuitant – the parent) of an asset transfers property to a family member (the obligor – the children or heirs) in exchange for a “special payment contract” (an annuity) of substantially equal value. The obligor is then responsible for making annuity payments to the annuitant during his/her lifetime.
What is a Private Annuity Trust?
A Private Annuity Trust (PAT) is a specialized and sophisticated trust designed to give structure and convention to the private annuity contract. The trust may sell and use the proceeds to provide an income stream for the life of the annuitant(s).
Benefits of a Private Annuity Trust:
- Pay No Capital Gains Taxes upon Time of Sale
- Pay No Depreciation Recapture Taxes upon Time of Sale
- Pay No State Taxes upon Time of Sale
- Eliminates Estate Taxes due upon Taxpayer’s Death
- Creates an Income Stream for Life or Joint Lives
- Eliminates the Headaches Involved with Property Management
- A “1031” Alternative Strategy
- Maximizes Medicaid Benefits by Protecting Family Assets from Recovery of Past Nursing Home Expenditures
- Provides Asset Protection in Case of Legal Disputes
- Avoids Expenses, Delays, and Publicity of Probate
This is neither an offer to sell nor solicitation of an offer to buy any security. Offering facts and terms are controlled by a sponsor's final Private Placement Memorandum. All investments and tax strategies have risks. Past performance and/or forward statements are never an assurance of future results. Direct Capital Securities, Private Equity Group, LLC, and its representatives and assigns do not give tax, legal or accounting advice; nothing herein should be construed as such. Click here for a more comprehensive Risk Disclosure.
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