Private Annuity $767.95 OUR GOAL—YOUR Complete Satisfaction and UnderstandingOur goal is to provide each of our clients with as much information as possible about the Private Annuity. As you will see as you review the following material, there is a lot of information to digest and consider. Many legal aspects may be complex and confusing. We want you to know we are available to speak with you about any legal aspects of the Private Annuity at your convenience either over the telephone or in person at the Spiegel and Utrera, P.A., office nearest you.
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A Private Annuity is a sale of assets between two parties. A Private Annuity involves the transfer of assets from a a seller in exchange for a a buyers unsecured promise to make a periodic stream of fixed payments. The party transferring assets may be an individual or a revocable living trust; the party to whom the assets are transferred may be an individual or an entity such as a trust. a partnership, or a corporation. Private Annuities are usually created between family members. The Private Annuity transaction permits the use of non-cash assets to be exchanged in return for the annuity income, including low-basis securities, real estate, farms, ranches, incorporated business or an interest in a corporation or a limited liability company.
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Attorney Private Annuity Consultation
At your option, as a part of the Private Annuity you may avail of up to one hour of non-refundable consultation with an attorney that is fully knowledgeable of the Private Annuity in all aspects. Such consultation can be utilized any time for up to 60 days in increments of not less than fifteen minutes. After 60 days, the balance of time will lapse.
Please select one of the following:
Attorney Private Annuity consultation at $150 for one hour.
Attorney Private Annuity consultation at $300 for two hours.
Attorney Private Annuity consultation at $450 for three hours.
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