Are you wondering, Can a Trust Own an Annuity? If you are setting up your estate plan and want to know how your living trust or irrevocable trust interacts with an annuity contract, there are some specific rules and tax implications you need to understand first.

In this unfiltered video, Shawn from The Annuity Expert breaks down exactly how trust-owned annuities work. The short answer is yes, a trust can absolutely own an annuity. However, the setup must be structured correctly: the trust is typically listed as the owner, but a natural person (someone with a heartbeat and a Social Security number) must be named as the annuitant.

Shawn explains the critical guidelines you need to follow, including carrier restrictions, tax identification numbers, and ensuring that transferring an existing contract into a trust doesn't accidentally term ...