California Society of CPAs / Estate Planning / CalCPA Discussion Forum / Annuity rollover to special needs trust / Latest PostsInstantForum.NET v4.1.4California Society of CPAshttp://forums.calcpa.org/forums@calcpa.orgMon, 21 May 2012 03:51:32 GMT20RE: Annuity rollover to special needs trusthttp://forums.calcpa.org/Topic87-2-1.aspxMost annuity companies will not accept a trust as a beneficiary. The only tax-free rollover of annuities tha I'm aware of is using Section 1035 which just allows the switch from one annuity product to another.Thu, 23 Feb 2006 17:13:47 GMTMary Kay Foss