Related Links
 · 

Gift illustration
 · 

Complete gift description
 · 

Is this gift for you?
 «

Back

Testamentary Life-Income Gifts
or "Pour Over" Trust
(Gift illustration)

How it works

You write a will or revocable trust directing a bequest to Berkeley.

You provide that the bequest first creates a life-income gift benefiting your heirs.

After their income interest terminates, the remaining balance in the gift passes to Berkeley.

Benefits

  • One estate asset can benefit both Berkeley and your heirs.
  • Resulting charitable estate-tax deduction will lower the cost of providing for children and family.
  • Provisions are revocable during your lifetime, increasing your planning flexibility.

For more information

Email us, complete the personal gift proposal form, or call us at 510-642-6300 so that we can assist you through every step of the process.







Berkeley...