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Private Annuity


OUR GOAL—YOUR Complete Satisfaction and Understanding
Our goal is to provide each of our clients with as much information as possible about the Private Annuity. As you will see as you review the following material, there is a lot of information to digest and consider. Many legal aspects may be complex and confusing. We want you to know we are available to speak with you about any legal aspects of the Private Annuity at your convenience either over the telephone or in person at the Spiegel and Utrera, P.A., office nearest you.
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A Private Annuity is a sale of assets between two parties. A Private Annuity involves the transfer of assets from a a seller in exchange for a a buyers unsecured promise to make a periodic stream of fixed payments. The party transferring assets may be an individual or a revocable living trust; the party to whom the assets are transferred may be an individual or an entity such as a trust. a partnership, or a corporation. Private Annuities are usually created between family members. The Private Annuity transaction permits the use of non-cash assets to be exchanged in return for the annuity income, including low-basis securities, real estate, farms, ranches, incorporated business or an interest in a corporation or a limited liability company.
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Attorney Private Annuity Consultation
At your option, as a part of the Private Annuity you may avail of up to one hour of non-refundable consultation with an attorney that is fully knowledgeable of the Private Annuity in all aspects. Such consultation can be utilized any time for up to 60 days in increments of not less than fifteen minutes. After 60 days, the balance of time will lapse.
Please select one of the following:
Attorney Private Annuity consultation at $150 for one hour.
Attorney Private Annuity consultation at $300 for two hours.
Attorney Private Annuity consultation at $450 for three hours.

Our Office


1840 Coral Way
4th Floor
Miami, FL 33145
Toll Free: (800) 603 - 3900
(305) 854-6000
Fax: (305) 857-3700
Natalia Utrera, Esq.,
Managing Attorney

New York City

1 Maiden Lane
5th Floor
New York, NY 10038
Toll Free: (800) 576-1100
(212) 962-1000
Fax: (212) 964-5600
Nicolas Spigner, Esq.
Managing Attorney

Clifton, NJ

642 Broad St., Suite 1B
Clifton, NJ 07013
Toll Free: (888) 336-8400
(973) 473-2000
Fax: (973) 778-2900
Sandy A. Adelstein
Managing Attorney

Los Angeles

8939 S Sepulveda Blvd.
Suite 400
Los Angeles, CA 90045
Toll Free: (888) 520-7800
(310) 258-9700
Fax: (310) 258-9400
Nicolas Spigner, Esq.
Managing Attorney


9 East Loockerman Street
Suite 202
Dover, DE 19901
Toll Free: (888) 641-3800
(302) 744-9800
Fax: (302) 674-2100
Courtney Riordan, Esq.
Managing Attorney

Las Vegas

2545 Chandler Avenue
Suite 4
Las Vegas, NV 89120
Toll Free: (888) 530 4500
(702) 364 2200
Fax: (702) 458 2100
Joel S. Beck, Esq.
Managing Attorney


Continental Office Plaza, Suite L12
2340 Des Plaines River Road
Des Plaines, IL 60018
Toll Free: (888) 514-9800
(312) 443-1500
Fax: (312) 443-8900
Michael C. Welchko, Esq.
Managing Attorney

General Counsel Club®

Unlimited Legal & Business Advice
Toll Free: 1 (800) 734 - 9900
Fax: 1 (800) 520 - 7800
Natalia Utrera, Esq.,
Managing Attorney



There are many benefits to starting a business and incorporating. Some of the benefits of starting a business include protection of your personal assets, ease of raising capital, gain anonymity, available tax benefits and more!

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