Is This Gift Right for You?
A retained life estate works for Memphis University School supporters who would like to use their homes to support our mission but continue living there for life. Review this checklist to help you further determine whether this way to give works well for you.
Profile of a Giver
Punching the Numbers
The amount of your income tax deduction depends, in part, on the value of the property and your age (and the age of any other person given life use). Your tax professional can help you determine what your benefit will be.
We Can Help
Contact Perry Dement at (901) 260-1353 or firstname.lastname@example.org with any questions about establishing a retained life estate with Memphis University School. We're happy to help, without obligation.
Your Next Steps
Getting Started | Is This Gift Right for You? | Case Study | How to Complete Your Gift | Changing a Life Estate | Action Items
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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.
Estate Planning Resources