Life Estate Agreement

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Combining two different gift techniques into one gift can yield surprising results. Learn how to combine a Life Estate and Gift...

3.166665
Combining two gifts into one can create unexpected benefits for the donor. Learn what happens when a life estate meets a gift annuity...
2.2

Sometimes, combining planned gifts can have tremendous benefits, especially when the donor really doesn't give up much at all.

3.666665
An unusual and effective look at the tried and true life estate agreement.
0

Development offices and non-profit organizations of all sizes and shapes are taking a closer look at real estate gifts and the transforming impact these gifts can have on their organization. The largely untapped potential of charitable real estate gifts is becoming...

4.88889
5 May 2003 | Life Estate Agreement | National Publication | Technical Report | 1 comments

A gift of a remainder interest in a personal residence or farm is described generally as a transaction in which an individual irrevocably transfers title to a personal residence or farm to a charitable organization with a retained right to the use of the property...

3.157895
0
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Define: Life Estate Agreement

A gift of a remainder interest in a personal residence or farm is described generally as a transaction in which an individual irrevocably transfers title to a personal residence or farm to a charitable organization with a retained right to the use of the property for a term that is specified in the gift agreement. At the conclusion of the measuring term, all rights in the property are transferred to the charitable remainderman.

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