Gift of Personal Residence or Farm with Retained Life Estate

Gift of Personal Residence or Farm with Retained Life Estate Diagram. Description of image is listed below.

How It Works

  1. Transfer title to personal residence or farm to Walker's
  2. No change in your lifestyle—you (and spouse) occupy and enjoy residence or farm for life
  3. Walker's keeps or sells property after your death(s)

Benefits

  • No out-of-pocket cost for substantial gift to Walker's
  • Federal income-tax deduction for remainder value of your residence or farm
  • You (and spouse) can occupy residence for life

More Information

Contact Us

Gretchen Orschiedt
Assistant Head for Advancement
860-408-4260
gorschiedt@ethelwalker.org

 

The Ethel Walker School
230 Bushy Hill Road
Simsbury, CT 06070
Federal Tax ID Number: 06-0689699

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