Robert Binkele, CEO of Estate Planning Team, on the subject of “The History of the Deferred Sales Trust” to understand why the DST was created and how this program can be applied to reduce capital gains taxes and create an income stream.
Deferred Sales Trust
Could the Election Close the DST Loophole?
A client recently asked me this question: “What, in your opinion, is the possibility that a change in presidential or congressional leadership brought about by this year’s elections could lead to the closing of the DST tax loophole?”
The Cost of Setting Up a Deferred Sales Trust is Too High … Or Is It?
From time to time a Seller of an appreciated business or property, who is interested in the Deferred Sales Trust (DST) will comment that the legal costs associated with setting up the DST are too high. But are they?
[Video] DST Dialog – Investment Strategy Allocations with a Deferred Sales Trust
Join Greg Reese, Authorized/Approved DST Trustee and Greg Richards, a Registered Investment Advisor, as they discuss the best investment strategy allocations in connection with a Deferred Sales Trust. The DST allows investors of highly appreciated assets liquidate and reallocate while deferring capital gains.
[Video] DST Training Webinar with Michael McIntyre
![[Video] DST Training Webinar with Michael McIntyre - Reef Point LLC](https://reefpointusa.com/wp-content/uploads/2021/01/Video-DST-Training-Webinar-with-Michael-McIntyre-Reef-Point-LLC-600x400-optimized.jpg)
Michael McIntire from Estate Planning Team demonstrates techniques for discovering new Deferred Sales Trust opportunities and how to present the DST capital gains tax strategy to a new prospect.