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.
Estate Planning Team
How a DST Funds Your Retirement and Benefits Your Estate Plan
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.
Press Release: Estate Planning Team Welcomes PIMCO Alumni to their Network of Professionals
Press Release: California’s Estate Planning Team brings on acclaimed PIMCO cadre to form a first-rate alliance. This newly minted Advisory Team specializes in investment consulting, asset allocation, and EPT’s members-only DST investment strategy.
The Other Benefits of a Deferred Sales Trust Tax Strategy
Avoiding capital gains tax may be the primary selling point of a Deferred Sales Trust, yet it is not the only benefit. Furthermore, some may even argue that deferring taxes is not even its best feature, considering the flexibility you have when structuring the trust.
Can a DST Ease the Financial Strain of a Divorce?
The Deferred Sales Trust is a tax strategy that uses the proceeds from the sale of virtually any asset to establish a trust held by a certified, third-party Deferred Sales Trustee. Read about two scenarios with varying degrees of post-divorce capital gain realization where the Deferred Sales Trust tax strategy would have been useful.