The Lawrenceville School
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Steve Cushmore
Director of Planned Giving
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Retained Life Estates


How It Works

You transfer your residence, farm, or vacation home to Lawrenceville subject to a life estate.

You continue to live in the property for life or a specified term of years, while continuing to b responsible for all taxes and upkeep.

The property passes to Lawrenceville 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 Lawrenceville later.

More


FOR MORE INFORMATION

If you are considering a retained life estate gift, email us, complete the personal illustration form, or call us at (609) 620-6064 so that we can assist you through every step of the process.


The Lawrenceville School
Office of Planned Giving
2500 Main Street, Hogate Hall or
PO Box 6125
Lawrenceville, NJ 08648
(609) 620-6064 | Fax: (609) 895-2148
E-mail: scushmor@lawrenceville.org