Retained Life Estates

Click Here for Detailed Explanation

How It Works

	You transfer your residence, farm, or vacation home to Oxford University subject to a life estate.
	You continue to live in the property for life or a specified term of years, while continuing to be responsible for all taxes and upkeep.
	The property passes to Oxford University when your life estate ends.

Benefits

• You receive gift credit and an immediate income tax deduction for a portion of the appraised value of your property.
• You can terminate your life estate at any time and take an additional income tax deduction.
• You can have the satisfaction of making a significant gift now that benefits Oxford University later.

More

• Read more detail. Click here.

For more information

If you are considering a retained life estate gift, email us, complete the personal illustration form, or call us at 212 377 4900 so that we can assist you through every step of the process.