Gift of Personal Residence or Farm with Retained Life Estate
How It Works
- Transfer title to personal residence or farm to CA
- No change in your lifestyle—you (and spouse) occupy and enjoy residence or farm for life
- CA keeps or sells property after your death(s)
Benefits
- No out-of-pocket cost for substantial gift to CA
- Federal income-tax deduction for remainder value of your residence or farm
- You (and spouse) can occupy residence for life
Request an eBrochure
Which Gift Is Right for You?
Contact Us
Shep Shepard
(978) 402-2258
shep shepard@concordacademy.org
Federal Tax ID Number 04-1200600
Concord Academy
ATTN: Shep Shepard
166 Main Street
Concord, MA 01742
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