Retained Life Estate Calculator
You can deed your home, farm or vacation house to CPMC Foundation, reduce tax liability with a current deduction, and still use the property for the rest of your life.
Discover the power of giving wisely.
You can deed your home, farm or vacation house to CPMC Foundation, reduce tax liability with a current deduction, and still use the property for the rest of your life.
Your calculation above is an estimate and is for illustrative purposes only. It does not constitute legal or tax advice.
The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.
David Lloyd
Office of Gift Planning
CPMC Foundation
2015 Steiner Street
San Francisco, CA 94115
Phone: 415.600.2411
Fax: 415.387.7817
David.Lloyd@sutterhealth.org
Tax ID Number: 94-2728423
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