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Deferring Recoginition of Capital Gains

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Request a Consultation

Questions are very common regarding Deferred Sales Trusts. We aim to make you well-informed to determine if this would be a sound financial and personal decision.

Free DST Analysis

Have your information reviewed by a Certified DST Trustee to see if a Deferred Sales Trust is a good fit for you and how if so how it will affect your situation. Start by filling out the questionnaire.

Submit Request

Watch Now

We address the most commonly asked questions from those looking into a Deferred Sales Trust. In the end, we aim to deliver to you a solid understanding of the DST and to know if this strategy could benefit you.

Watch Now

Book Some Time

Schedule some 1-to-1 time to discuss Estate Planning and Asset Protection strategies, including Deferred Sales Trust.

Schedule Time

Schedule Some Time to Speak with a Certified DST Trustee

Request for DST Analysis

Upon completion of this questionnaire, Reepoint LLC will analyze the information and a member of our team will contact you to discuss your circumstances.

We are committed to protecting your privacy and will never share your information with anyone except those directly involved in preparing your personal illustration. Thank you for giving us the opportunity to help you defer capital gains. If you have any questions, please call–we’re here to serve you.


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  • Tell us about the property.

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  • What is the Fair Market Value, After commissions, fees, etc?
  • Total amount of loans and/or mortgages that will be paid from the sale proceeds
  • What is the properties basis (purchase price plus improvements) before depreciation?
  • What is the amount of depreciation that has been taken? (If applicable)
  • What was your income for the year of the sale, not including the property sale?
  • This field is for validation purposes and should be left unchanged.

The Deferred Sales Trust™ (DST) is the fastest-growing tax mitigation solution in the country. Employ an innovative tax strategy to defer capital gains tax and preserve wealth.

Due to the demand for information on our specialized tax mitigation strategy, appointments can sometimes be as long as a couple weeks out.  We would prefer you receive the information you require on your timetable. To assist in this, Reef Point Principal, Greg Reese, has created this on-demand presentation as a step-by-step guide to inform interested parties on all of the main points need to understand the Deferred Sales Trust. We encourage you to watch this video and continue to engage with us in the way that makes the most sense for you and your situation. This may be requesting additional general information, connecting with a specialist on your particular scenario, receiving an illustration of your case with or without the use of the DST, or moving ahead with our team to implement a DST for you.

On Demand DST Presentation

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DST On-Deman Presentation: Step-by-Step Guide: How a Deferred Sales Trust Works - How it Can be Used – Timeline

Welcome

Reef Point LLC was founded by Gregory H. Reese who is one of only 13 Trustees in the US for Deferred Sales Trusts.

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Contact

3525 Hyland Ave., Suite 145
Costa Mesa, CA 92626
714-581-5376
info@reefpointusa.com

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As an authorized and approved Trustee for the Deferred Sales Trust and Member of the Estate Planning Team (EPT), Reef Point, LLC promotes the use of the Deferred Sales Trust™ or other estate planning techniques and is not responsible for recommendations made by other members of the Estate Planning Team, including the Deferred Sales Trust or other tax, legal or estate planning strategies.

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