Gift Causa Mortis

Gift Causa Mortis

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Gift Causa Mortis

Gift Causa Mortis definition:  A gift causa mortis transfers ownership at a later date as a conditional gift of the donor’s anticipated death, while an inter vivos gift is made immediately during the donor’s lifetime.  The donor’s gift is revocable prior to the transfer of ownership.  Examples of a gift causa mortis are instances of illness or dangerous acts (such as war or skydiving). If the donor recovers or survives, the gift is not made. A gift causa mortis is included in the taxable estate as a testamentary gift (or bequest).

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