Fund a flexible lifetime gift
You can irrevocably transfer money, securities, or other assets to a
trust that will then pay you (and another beneficiary, if you wish) an
income for life or for a period of years. At the death of the surviving
beneficiary or at the end of a term of years, the remaining principal in the trust goes to Packard
or call Donna M.
Bandelloni at (650) 736-1211