When you’re searching for information about the Deferred Sales Trust (DST), the legal, safe, tested and proven strategy that can potentially save you hundreds of thousands of dollars when you sell a high-dollar, highly appreciated asset, one of your best resources is Reef Point.
We make it easy for you to schedule a free, no-obligation consultation during which we will fully discuss your upcoming sale and answer all your DST questions. Simply fill out and submit our online Request a Consultation form.
Don’t let the amount of requested information put you off. We’re not trying to pry. We just want to be as prepared as possible to give you a complete DST analysis when we call you, video conference with you or meet with you face-to-face (your choice, including date and time of day). The more information you give us, the better able we will be to do this. We will store your information on our secure servers.
Valid Information
You’ll be glad to know that Reef Point has years of experience with the DST. In fact, Greg Reese, our founder, principal and managing member, is now of only 15 people in the country qualified to act as an Independent Certified DST Trustee, having undergone the training, vetting and testing process with the Estate Planning Team, the only entity authorized to offer and provide the DST.
You can therefore rest assured that the information we give you during your free consultation is valid, accurate and up to date, with no hype or sales pitch. For example, we’ll tell you up front if the DST works for your contemplated sale. That’s right. The DST is not for everyone, and we definitely won’t recommend it to you if it’s not right for your situation.
Getting the Ball Rolling
The other thing your consultation can accomplish is to help you get the ball rolling if indeed the DST looks like a viable exit strategy for you. As you might imagine, setting up your customized, personalized DST can be a complicated and time-consuming process depending on numerous factors applicable to your anticipated sale. We can help you arrange a time and place to meet with the Estate Planning Team, the first step of the DST process.
Scheduling Your Consultation
So again, simply fill out and submit our convenient online consultation form. You can ask us anything. We’re more than happy to answer all your questions. You can even subscribe to The DST Digest newsletter that brings additional DST information straight to your email inbox by checking the box at the bottom of the form.
We sincerely look forward to talking with you in depth about how the DST can not only save you from taking a huge capital gains and income tax hit when you sell your high-value, highly appreciated asset, but also provide you with the retirement income you want and need, help you accumulate and maintain your family wealth, reduce your ownership risk, and even help with your estate planning.
Remember, you have nothing to lose and everything to gain from your free, no-obligation Reef Point DST consultation.