A Quick Reference Sheet for Reef Point Business Partners
What is a Deferred Sales Trust (DST)?
The DST has been used by financial savvy professionals and their clients for more than 22 years. It is a legal, proven and tested proprietary estate and tax planning strategy that allows persons who own highly appreciated assets such as real estate, a business or high value collectables to sell those assets and defer the ordinary income taxes and capital gains taxes over a period of years instead of paying them all in a lump sum. The law firm who created the DST stands behind your DST and will even provide audit defense protection at no additional charge. To date, the DST has a perfect legal track record.
The Deferred Sales Trust gives the seller/tax payer the ability to control their capital gains tax exposure, reinvestment terms, and installment payments made from the trust.
Document Outline:
- Possible Transaction Types
- Summary of DST Benefits for our Professional Partners;
- Summary of DST Benefits for Clients;
- An Optional 1031 Exchange Rescue, Bail Out, Exit Strategy or simply A Way Out;
- 1031 Risks & Disadvantages

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