Explaining a Deferred Sales Trust, DST, to someone for the first time can be a challenge. Having materials that are easy to share and helps a financial professional present this to a qualified DST candidate is one of Reef Point’s most common requests.
Replay the “How to Incorporate Deferred Sales Trusts Into Your Business to Increase Real Estate Listings and Business Sales” webinar hosted by Greg Reese of Reef Point, Inc. Reef Point LLC was founded by Gregory Reese and is one of only 13 Trustees in the US for Deferred Sales Trusts. Greg is also the CEO and founder of AmeriEstate Legal Plan which provides easy and affordable Estate Planning, Asset Protection, and Elder Law services with its network of provider attorneys.
Deferred Sales Trusts are an excellent solution for paying less capital gains tax from sales of high value assests. Replay the “Saving an Additional 10 Percent in Taxes with the DST” webinar hosted by Greg Reese of Reef Point, Inc.
Generally, the terms of note will be Seller driven and the resulting terms must be reasonable and commercially viable. The initial term we would offer would be anywhere from 1 year to 10 years… Seller picks their desired term.
Last month Reef Point featured an article on Deferred Sales Trust and Real Estate Partnerships and held a webinar. This video recording focuses on that article by using a recent case that Reef Point had become involved in. While telling the back story of a real-life scenario we highlight some of the details on how a Deferred Sales Trust can be the right solution.