Bypass Capital Gains with a Gift Annuity: Why Every Lawyer's Client Should Know This

**Bypass Capital Gains with a Gift Annuity: Why Every Lawyer's Client Should Know This"

Bypass Capital Gains with a Gift Annuity: Why Every Lawyer's Client Should Know This is a strategic option. This approach can support long term planning while addressing current market interest in tax efficient moves.

How This Strategy Works Donors transfer assets to a charity backed annuity. In return, they receive fixed payments for life, part return of principal, part income. Research shows this can reduce immediate capital gains impact.

Why Clients Value It Now Clients seek ways to manage volatility. Studies indicate planned giving tools help balance portfolios and legacy goals. This strategy offers a clear path to support causes while smoothing income.

One Line Takeaway Use this structure to potentially ease taxes and support causes without liquidating appreciated assets.

Q&A

Q: What is a gift annuity in simple terms? A gift annuity is a contract where you give property to a charity, and they promise fixed payments for your life.

Q: Who is this option best for? It suits clients with highly appreciated assets looking to support charity and manage future income.