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.
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.
Book Some Time
Schedule some 1-to-1 time to discuss Estate Planning and Asset Protection strategies, including Deferred Sales Trust.
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.
The Deferred Sales Trust™ (DST) is the fastest-growing tax mitigation 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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