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