Find Answers to All of Your Annuity Questions


By purchasing this book, you will avoid costly mistakes and assure you know the estate planning consequences of purchasing annuities.  You will understand both the Medicaid consequences of annuities,  as well as the tax consequences of annuities.  From this book, you will learn:

  • The types of annuities and their many features
  • The income tax consequences of selling an annuity
  • Whether to name a trust as a beneficiary of an annuity
  • How to report an annuity on an estate tax return
  • What to look for in an annuity contract
  • The treatment of annuities for Title 19 (Medicaid) purposes
  • Whether an annuity can protect clients from creditors
  • Regulations applicable to annuity sales agents

Just think of the time you will save by having this book at your finger tips.  Mastering the information in this book will give you the confidence to review and analyze annuities.   You will distinguish yourself from other professionals by referring to the materials within this essential text.

The book is available through the Connecticut Bar Association Member Service Center at (860) 223-4400 or through the CBA website’s online store; it is also available on  To receive a discount on the purchase price of the book, CBA members must purchase the book through the CBA.