The Retained Life Estate: A Most Underutilized Gift

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Thursday, March 25, 01:00 PM-02:30 PM
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What if your donor could contribute their residence, receive a generous income tax deduction, and never have to call the movers? You don't have to imagine. The retained life estate is a gift plan that allows donors to donate their home or farm - often the largest asset in their estate - while retaining the right to use it for the rest of their life.

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