Financial & Investment Advisors

The primary role of a financial advisor is to help clients allocate their assets in the best way that meets their objectives and addresses suitability concerns. Naturally, your clients value your high-quality advice. Your financial strategy and continuous monitoring of the results of your strategy empowers your clients to invest with confidence.

Evolving regulations continue to change the financial advisory landscape, making it more critical than ever for advisors to distinguish themselves.

That’s why a Deferred Sales Trust, (or DST) a strategy to help defer taxes and maximize income, will better enable Financial Advisors to retain current clients and attract new clients.

A DST will show clients you are thinking about them and their families holistically, not transactionally.

Furthermore, if you take a little time to learn more about the DST and accept some basic training, you will have a unique opportunity to grow your core business.

Once your training is complete, you will have the ability to recognize when specific clients or prospects will benefit from exploring this strategy and the opportunity to refer those clients to a law firm that has a tested and proven specialized and proprietary strategy that helps sellers of appreciated assets defer taxes on the sale of those assets. As the source of this referral, you will be in position to manage the assets resulting from the sale. Better yet, typically you will find that there is no requirement to seek OBA approval from your compliance team.

DST Comparison Scenarios

Explore some of our one-page analysis case studies that help to showcase the benefits of the modern Deferred Sales Trust strategy in real life scenarios. In the section below, you will find case study worksheets that reveal hypothetical scenarios using the DST strategy. These case studies cover different geolocations or compare different assets. Click on any of the images below to download the full view PDF scenario.

Preview image: Selling Crypto Currency vs Highly Concentrated Stock PDF — Selling Crypto Currency vs Highly Concentrated Stock

Preview image: Selling Primary Residence in Different States PDF — Selling Primary Residence in Different States

Preview image: Selling Business in Tax vs No-Tax State PDF — Selling Business in Tax vs No-Tax State

Interested in more case studies that dive deeper into the benefits of the Deferred Sales Trust? Click any of the buttons below to find additional information.

Explore Scenarios

View Case Studies

Review Benefits