Who is Your Deferred Sales Trust Team?

What is a Deferred Sales Trust (DST)?

A Deferred Sales Trust is a legal, proven, tested proprietary tax and estate planning strategy that lets the seller/taxpayer reduce capital gains tax exposure, have the trust reinvest pre-tax sales proceeds, and receive installment payments from the trust. In the event your DST is ever audited in Federal or State Court or by the IRS, a DST tax attorney will offer to represent you in such audit as part of their initial engagement agreement, and at no additional cost to the client. To date, the DST offered by Reef Point and Estate Planning Team has a perfect legal and tax-compliant record.

Who offers the Deferred Sales Trust?

The Deferred Sales Trust (DST) is available through Estate Planning Team, LLC, and executed by experienced DST tax attorneys. Estate Planning Team, founded by Robert Binkele, teamed up with DST tax attorneys to develop a broad-based approach to promote the DST strategy nationwide. Estate Planning Team manages all marketing and compliance related to offering and executing the DST.

The DST tax attorneys that we work with and the Estate Planning Team have never had a negative tax audit or adverse result. Some of the most prominent tax law firms in the country have also independently reviewed the DST strategy, techniques, and legal basis and concluded the DST is sufficiently legal, proven, and tested. CPAs nationwide have reached a similar conclusion and are now recommending it to their clients.

The Deferred Sales Trust requires the services of at least 3 distinct and independent professionals: The Tax Attorney, a Trustee, and a Registered Investment Advisor. Reef Point, LLC is an authorized and approved Trustee for the Deferred Sales Trust and an affiliate member of Estate Planning Team, LLC. Because the Deferred Sales Trust Strategy is proprietary and requires creating and managing every DST under strict IRS rules and guidelines, each of these independent professionals must be vetted and trained in all aspects of the DST. Estate Planning Team supervises vetting, training, marketing, and compliance requirements for qualified professionals who wish to become affiliate members of Estate Planning Team and offer this strategy to their own clients.