"...a strategy known to few but beneficial to many"
 

 

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888.877.PATS (7287)

 
  Welcome to NAPAT 
 
NAPAT helps educate and implement a specialized
and sophisticated estate and tax planning strategy
known as a Private Annuity Trust (PAT).

A PAT provides owners of highly appreciated
assets (real estate, stocks, businesses, collectables,
etc.) many benefits including:
 
NO estate taxes due upon taxpayer's death
Creates an income stream for life
Eliminates the headaches of asset management

 

 

 

 
 

 

 

 

Disclaimer
The information contained on this website is for discussion and information purposes only.  It is not intended to replace competent legal, tax or financial planning advice. The applicable tax codes apply to and relate to federal tax law only.  NAPAT is based in the State of California, and while we may have members in other states, this information may be specific to the State of California. Individual states may have their own additional tax codes. Please contact the appropriate tax and legal professionals in your state.  This information is provided from sources believed to be reliable, but should be used in conjunction with professional advice that is consistent with your personal situation.

Privacy Policy
Any personal information that is submitted to NAPAT is used only for the professional services that NAPAT offers. Any client information disclosed is confidential and is not available or shared with any party outside NAPAT and its members. Information may only be shared upon the written request of the client or properly documented government/federal court requests.
 

 

NAPAT | 18 Technology Drive, Suite #115 | Irvine, CA 92618 | 888.877.7287 | info@napat.org | Copyright NAPAT Inc. 2004