The Use of Alternative Investments within the Deferred Sales Trust

The Deferred Sales Trust is designed so that the proceeds of the sale of a business, real property or highly appreciated collectables can achieve tax deferred status.  The original seller of the appreciated asset first sells the asset to the Trustee of the Trust, who then “re-sells” the property to the intended buyer.  The transaction is effectively …

Read moreThe Use of Alternative Investments within the Deferred Sales Trust

What are the Differences Between a Deferred Sales Trust (DST) and a Charitable Remainder Trust (CRT)?

There are perfectly legal ways to defer capital gains tax and reduce your overall tax burden. Those of you who own highly appreciated assets such as homes, businesses, commercial and residential real estate, even high value collectibles, are often reluctant to sell that asset because of the capital gains tax and depreciation recapture costs associated …

Read moreWhat are the Differences Between a Deferred Sales Trust (DST) and a Charitable Remainder Trust (CRT)?