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Reef Point, LLC

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Sharable DST Explainer Video and Case Study Flyers

Reef Point LLC · June 9, 2020 ·

Sharable DST Explainer Video and Case Study Flyers | Reef Point LLC

Explaining a Deferred Sales Trust, DST, to someone for the first time can be a challenge. Installment sales are not such a new idea. Applying them to large transactions for avoiding massive capital gains tax, using those assets to invest, keeping your assets very liquid, and avoiding the risks of an installment sale, is a very out of the box concept.

Having materials that are easy to share and helps a financial professional present this to a qualified DST candidate is one of our most common requests.

Let me introduce you to our 2 1/2 minute DST Explainer Video. This video can be viewed and easily shared from the Reef Point, LLC website, and LinkedIn page.

The first 90 seconds makes the concept and reliability of a DST understandable to the seller. The remaining part of the video will provide the seeds for discussing with the seller how to structure their DST.

Then to demonstrate the scale of financial advantages provided by Deferred Sales Trusts, we are providing case study fliers tailored to the most common types of assets sold via a Deferred Sales Trust.   

On Wednesday, June 30th, at 10:00 am, we will be conducting a webinar to review the case study documents and provide Q&A with Greg Reese, one of the top DST Trustees in the nation. Registration is required to attend, so click the link below. 

REGISTER NOW

After registering, you will receive a confirmation email containing information about joining the meeting.

For more information, schedule a complimentary consultation with Greg by calling (866) 867-8633 or booking a call directly at https://calendly.com/reefpoint.

Deferred Sales Trust, Case Study Deferred Sales Trust, DST, Estate Planning, Financial Planning, Video

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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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3525 Hyland Ave., Suite 145
Costa Mesa, CA 92626
714-581-5376
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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 Trustâ„¢ 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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