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Annuities in Connecticut Estate Planning

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This book helps lawyers avoid costly mistakes and assures that their clients know the estate planning and Medicaid consequences as well as the tax implications of annuities. Mastering the information in Annuities in Connecticut Estate Planning provides the confidence to review and analyze an important part of a client’s estate plan.

Product Specifications

Author: Joseph A. Cipparone
Publication Year
: 2011
Paperback: 104 pages
Size: 7 in. x 9 in.


"What a treasure! This book will save a lot of research time for Connecticut trusts and estates counsel. No other book discusses the state and federal tax, estate planning, probate and Medicaid consequences of annuities."

John R. Ivimey, Chair, CBA Estates and Probate Section


"This new practical and comprehensive treatment of annuities explains commercial, charitable gift, private and other types of annuities. It discusses all of their income, gift and estate tax consequences, their interrelationship with Medicaid and trusts as well as dealing with other legal matters such as durable powers of attorney, Probate Courts, protecting against insurance company default, regulating the companies and their agents. An appendix on a CD ROM disk is also included. This book will not only be an excellent primer on the subject, but provides quick answers to specific questions in its well-prepared index."

Frank S. Berall, Esq., Partner of Copp & Berall, LLP, Senior Tax Consultant to Andros, Floyd & Miller, PC, Chairman of the Federal Tax Institute of New England, Editorial Board member of Estate Planning, Connecticut Bar Journal, and The Connecticut Lawyer, a former Vice President of the International Academy of Estate and Trust Law and a Regent of the American College of Trust and Estate Counsel.


"We needed a practical book on annuities. Covering this topic from both an estate planning and elder law perspective makes the book truly invaluable."

Suzanne Brown Walsh, Esq., Past Chair of the Connecticut Bar Association Estates & Probate Section and Elder Law Section


"What a unique book! It covers the state and federal tax aspects as well as the Medicaid aspects of annuities. This readable book on such an important topic will prove instructive to all elder law attorneys whether or not they practice in Connecticut."

Robert C. Anderson, CELA, Chair of the National Academy of Elder Law Attorneys' Tax Section and a frequent lecturer and author on annuities