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Pooled Income Fund

Areas of Practice:

Wills
Trusts
Conservatorship
Power of Attorney
Probate
Elder Law
Asset Protection
Estate Planning in San Jose
Health Care Directive
Philantropy

Professional Affiliations

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Assets are transferred to a charity irrevocably and are “pooled" with the assets of other investors.

Each donor receives a pro-rata share of the fund’s net income for the life of the donor. The charity receives the remainder upon the donor’s passing. The income tax deduction is equal to the present value of the charity’s remainder interest. Since the charity wants to preserve its remainder, it will typically make conservative investments.