Gifts of Partnership Interests
Is this gift right for you?
A gift of partnership interest is for you if…
- You hold an interest in a real estate, oil and gas, or other investment partnership.
- The partnership no longer fits your investment strategy, or you do not want to receive taxable income from it.
- The partnership agreement permits you to transfer your interest to third parties like us.
- Your partnership interest is not encumbered by debt, and we will not be called on to make any future contributions to or for the partnership.