Partner Document Library
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Downloadable Resources
| Image | Title | Summary | Link |
|---|---|---|---|
 | Request for DST Analysis Form | This questionnaire and form allows the Reef Point Estate Planning Team to analyze the circumstances and see where they can help defer capital gains. | |
 | EPT Affiliate Enrollment | This document outlines the steps to becoming an EPT Affiliate. | |
 | DST Professional Fee Structure | This document outlines the recommended fee schedule charged in connection with the DST for the Trustee, Investment Advisor, and the Estate Planning Team. | |
 | Sample Script Messaging: DST Overview | A sample script to use when speaking about the DST with clients/prospects. | |
 | The Process of Connecting Clients and Prospects with the Deferred Sale Trust | In this document you will learn the typical process Reef Point follows for connecting clients and prospects with the Deferred Sale Trust. | |
 | Realtor Email Marketing Campaign | A sample real estate email marketing campaign to send to clients/prospects. | |
 | DST Elevator Pitch | A simple description of the Deferred Sales Trust to use in conversations with clients/prospects. | |
 | DST Conversation Starters | A quick reference document to help facilitate conversations around the DST. | |
 | Sample DST Marketing Materials | An overview of the different sales flyers that can be found in the flyer folder. | |
 | Identifying a Viable DST Prospect | An overview of possible transactions with sample scenarios. | |
 | DST Webinar Presentation Outline | What are Deferred Sales Trusts and How Do They Work | |
 | DST Flow Chart | A visual chart that shows the steps and teams involved in the Deferred Sales Trust process. | |
 | DST Overview Brochure | Deferred Sales Trust: A Capital Gains Tax Deferral Solution | |
 | Timing the Entry of the Deferred Sales Trust Into Any Transaction | Learn the typical Deferred Sales Trust timelines for initial sale of asset and for 1031 Exchange Alternatives or 1031 Exchange Rescues in this document provided by Reef Point LLC. | |
 | Process Flow – New Estate Planning Team (EPT) Affiliate Sign Up | Become an EPT Affiliate to offer the DST Strategy to your clients, and to benefit from the marketing and other support available from the EPT and the sponsoring Trustee; detailed steps are in this document. | |
 | DST Business Partner Reference Sheet | A Quick Reference Sheet for Reef Point Business Partners | |
 | DST Estate Planning Team Flyer #5 | Will Capital Gains Tax take a large piece out of your real estate profits this year? | |
 | DST Estate Planning Team Flyer #4 | Do Capital Gains keep you from selling your highly appreciated property? | |
 | DST Estate Planning Team Flyer #3 | There’s more than one way to SELL appreciated assets: Door #3 is your choice! | |
 | DST Estate Planning Team Flyer #2 | Are you tired of trading up? The DST may be your way out! | |
 | DST Estate Planning Team Flyer #1 | Capital Gains: Pay the IRS or Pay Yourself | |
 | DST Hypothetical Scenarios: California Taxpayers | Deferred Sales Trust Hypothetical Scenarios: Crypto Currency vs Highly Concentrated Stock or RSU’s | |
 | DST Hypothetical Scenarios: California Taxpayers – Investment Property | Deferred Sales Trust Hypothetical Scenarios: Commercial Real Estate in Orange County vs Apartment Building in San Diego | |
 | DST Hypothetical Scenarios: Comparison – State Tax v. No State Tax | Deferred Sales Trust Hypothetical Scenarios: Comparison – State Tax v. No State Tax | |
 | DST Hypothetical Scenarios: California Taxpayers | Deferred Sales Trust Hypothetical Scenario: Primary Residence in Newport Beach vs Business in Los Angeles | |
 | DST Hypothetical Scenarios: Domiciled Taxpayers with No State Income Tax | Deferred Sales Trust Hypothetical Scenario: Primary Residence in Miami vs Business in Tampa |