Legal Question in Wills and Trusts in Connecticut

Re: anonymous gift

Yes, there are several ways in which you could give an anonymous gift to someone after you die. The easiest way would probably be the use of some sort of trust, but there are other ways as well. The method you use would also depend on whether you want to keep this information from your heirs as well, or just from the recipient. If you used some sort of trust, your privacy could be guaranteed, but any method that has to go through probate would be public information.

I would recommend setting up a trust now, with you as trustor and trustee, and transferring the gift to that trust. The terms of the trust could specify how you want the gift to pass to the recipient. If you made an irrevokable loving trust, rather than a testamentary trust, you could also get the funds out of your estate now and avoid your heirs knowing about it at your passing.

You should talk to a knowledgeable estate planning attorney, as well as a tax expert because the gift will most likely trigger gift taxes, and you want to make sure those are handled correctly.

Good luck!