Who is Your Deferred Sales Trust Team?
A Circle of Professionals
When you chose the DST strategy you acquire the resources of a team of professionals The members can vary depending on the type of transaction this is funding the DST, but all cases have a core team of a
- Independent Certified Trustee
- Tax Attorney
- Investment Advisor
Other roles include
- Tax CPA
- Financial Advisor
- Real Estate Broker
- Business Broker
- Independent Attorney
These members can be selected by you the seller or appointed by the Estate Planning Team.
Watch a Fireside Chat Regarding Deferred Sales Trusts
How to defer recognition of gain on the sale of an appreciated asset using the Deferred Sales Trust. We will dive into the following 3 Case Studies
- CASE STUDY 1:
Someone who wants to sell a piece of investment property they have owned for a while.
- CASE STUDY 2:
A business owner who is looking to sell their business & see how they can defer taxes once their business sells.
- CASE STUDY 3:
How to use this unique Tax Strategy to sell a primary residence when you need to move to a different home or area and a lot of appreciation has accumulated