Doing Good and Doing Well
Employing reverse mortgages and gift annuities can help planned-giving officers guide elderly donors into mutually beneficial arrangements.
* They aren’t gimmicks. Like CRTs and ILITs, they exist independent of each other as legal financial strategies but with complementary features and benefits. The tax code doesn’t have to be tweaked or twisted to make them fit. They weren’t created to be an income-hiding or tax-evasion device. Marrying them won’t obfuscate anything.
- People:
- Steffan F. Cress
- Places:
- Tampa, Fla.
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