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FBM Report
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The Public Life Of A Private Annuity
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Complete 29 page insider's look at Private Annuities.

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Private Annuities & Foreign Tax
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Selected Published Articles by F. Bentley Mooney, Jr.
This section of the site contains articles written by Mr. Mooney and published in either his client newsletter or the professional journal indicated. Scan the list of articles below, then click on the link to go directly to it. You are free to copy the text of his newsletter articles, or any part of them, but other publishers may impose restrictions on reproduction of law journal articles. All articles are in the order published, starting with the most recent.
Disposing of Excess Life Insurance Fraudulent Transfer Developments
Disposing of Excess Life Insurance Life Insurance Trusts
Disposing of Excess Life Insurance Overly-Aggressive State Bill Collectors
Disposing of Excess Life Insurance Obama and the Tax Havens
Disposing of Excess Life Insurance Disposing of Excess Life Insurance
The Land Trust for Asset Protection The Land Trust for Asset Protection
The Public Life of the Private Annuity The Public Life of the Private Annuity
Trust Protectors Trust Protectors
The New Income Clause The Future of Estate Tax Repeal
The New Income Clause Returning to Asset Protection Planning
The New Income Clause HIPPA Update
The New Income Clause The Financial Fortress Revisited
Gift Without Gift Tax Gift Without Gift Tax
This article presents a narrow slice of a broad subject, pointing out a potentially useful estate and gift tax planning feature.
Taxes & Social Policy Taxes and Social Policy
Topic: Foreign trust taxation. Asset Protection Journal, Winter Edition 2000-2001, Aspen Publishers, 37th Floor, 1185 Avenue of the Americas, New York, NY 10036
The New Income Clause The New Income Clause
The need for a unitrust income provision under the Uniform Prudent Investor Act, FBM Report, Vol. 13, Number 4, December 2000.
The Mareva Injunction IRS Stakes Out A Position on Private Annuities
The Mareva Injunction The Mareva Injunction
History and development of court orders freezing the world-wide assets of a defendant, FBM Report, Vol. 13, Number 4, December 2000.
Estate Planning for Pets Estate Planning for Pets
Some law and practical considerations in planning for the care of pets, FBM Report, Vol. 13, Number 4, December 2000.
Privacy or Competence Privacy or Competence?
That Individual or corporate trustee, FBM Report, is the Question
Vol. 13, Number 1, March 2000.
Private Annuities and Foreign Tax The Consumer s Guide to Medi-Cal LTC Eligibility
Private Annuities and Foreign Tax Hot Topic! Private Annuities and Foreign Tax, economic and asset protection aspects (excerpt pg. 1 & 13)
You can purchase the full text download for $19.95 in the left column of this page.
Non-Grantor Trusts of the foreign private annuity, Journal of Asset Protection, March/April 2000, Warren, Gorham & Lamont (RIA Group), 31 St. James Avenue, Boston, MA 02116.
Fraudulent Transfer Defenses Fraudulent Transfer Defenses
Unwarranted reliance on the self-created "impossibility defense," Journal of Asset Protection, -November/December 1999, Warren, Gorham & Lamont (RIA Group), 31 St. James Avenue, Boston, MA 02116.
Private Annuities and Foreign Tax Special Report on Safe Driving
Private Annuities and Foreign Tax California Long Term Care and Assisted Living Facilities Guide
Private Annuities and Foreign Tax The Alzheimers Legal Survival Guide
Private Annuities and Foreign Tax Trust Mills
Private Annuities and Foreign Tax SCIN the Tax Man
Private Annuities and Foreign Tax An Alternative – However Temporary – to Long Term Care
Private Annuities and Foreign Tax Alzheimer’s Victims and their Needs
Private Annuities and Foreign Tax The Two-Family_Friction

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