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Deferring Recoginition of Capital Gains

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Estate Plan

If You Abandon Your Estate Plan, It Likely Will Abandon You When You Need It Most

Reef Point LLC · February 1, 2022 ·

If You Abandon Your Estate Plan, It Likely Will Abandon You When You Need It Most | Reef Point LLC

Horror stories abound about all the ways estate plans can go awry. Here is another one, this time featuring abandonment as the main character.

The Cost of Setting Up a Deferred Sales Trust is Too High … Or Is It?

Reef Point LLC · November 10, 2020 ·

The Cost of Setting up a Deferred Sales Trust is too high | Reef Point

From time to time a Seller of an appreciated business or property, who is interested in the Deferred Sales Trust (DST) will comment that the legal costs associated with setting up the DST are too high. But are they?

4 Risks to Consider Before Creating a Deferred Sales Trust™

Reef Point LLC · October 27, 2020 ·

4 Risks to Consider Before Creating a Deferred Sales Trust ™

A Deferred Sales Trust can be a fantastic tool for minimizing your tax obligations and investing the savings to build your wealth. Yet, any method for making money carries risk with it, and a DST is no different.

3 Scenarios That Would Benefit From a DST

Reef Point LLC · October 20, 2020 ·

3 Scenarios That Would Benefit From a DST | Reefpoint LLC

DSTs, or Deferred Sales Trusts, are taking the investment world by storm. This flexible investment opportunity allows you to sell assets and avoid paying taxes on capital gains. This can potentially result in millions of dollars saved, depending on the size of the gains. Even smaller investments can see big returns: capital gains tax can take over 20% of your gains away, depending on the situation.

How a DST Funds Your Retirement and Benefits Your Estate Plan

Reef Point LLC · October 13, 2020 ·

How a DST Funds Your Retirement and Benefits Your Estate Plan | Reefpoint LLC

Although modern trust law traces back to feudal England in the 1100s, citizens of the Roman Republic secretly used an oral agreement called “fideicommissum” (something committed to one’s trust) to work around civil succession laws. This way, they could leave wealth or property to those considered as lower-class, including foreigners, slaves, couples without children or unmarried individuals — an act that was punishable by death.

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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 Trust™ 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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