Related Links |
||||||
|
||||||
|
Testamentary Life-Income Gifts
or "Pour Over" Trust
(Gift illustration)
How it works
 |
You write a will or revocable trust directing a bequest to Berkeley. |
 |
You provide that the bequest first creates a life-income gift benefiting your heirs. |
 |
After their income interest terminates, the remaining balance in the gift passes to Berkeley. |
Benefits
- One estate asset can benefit both Berkeley and your heirs.
- Resulting charitable estate-tax deduction will lower the cost of providing for children and family.
- Provisions are revocable during your lifetime, increasing your planning flexibility.
For more information
Email us, complete the personal gift proposal form, or call us at 510-642-6300 so that we can assist you through every step of the process.
