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 Fire Side 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