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California Academy of Sciences Estate Gift Intention Form Thank you for providing the information below to confirm your estate gift intention and join the Eastwood Associates. Please return your completed

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What is estate gift intent?

Estate gift intent refers to the intention of an individual to make a charitable or taxable gift as part of their estate planning, specifying how their assets should be distributed upon death.

Who is required to file estate gift intent?

Individuals who plan to transfer significant assets or gifts during their lifetime or at death, which may be subject to estate or gift taxes, are required to file estate gift intent.

How to fill out estate gift intent?

To fill out an estate gift intent form, individuals need to provide details about the gifts being made, the value of the gifts, the recipients, and any relevant financial information pertaining to their estate.

What is the purpose of estate gift intent?

The purpose of estate gift intent is to formally document the donor's wishes regarding the distribution of their assets, ensure compliance with tax laws, and facilitate the orderly transfer of assets after death.

What information must be reported on estate gift intent?

Information that must be reported includes the donor's name, the value and description of the gifts, the names of the recipients, dates of the gifts, and any applicable tax information.

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