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Deferring Recoginition of Capital Gains

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Estate Planning Team

Who Offers the DST?

Reef Point LLC · July 20, 2021 ·

The Deferred Sales Trust Team | Reef Point LLC

As the owner of one or more highly appreciated assets, you may have heard about the Deferred Sales Trust (DST), the innovative strategy that allows you to defer the substantial capital gains taxes you usually face when you sell one of these assets. Some of what you may have heard, however, could be inaccurate.

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.

Press Release: Estate Planning Team Welcomes PIMCO Alumni to their Network of Professionals

Reef Point LLC · October 5, 2020 ·

David Young: Noted PIMCO Alumni Join Forces with Estate Planning Team to Form Asset Allocation Advisory Team

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

Reef Point LLC · September 29, 2020 ·

Benefits of a Deferred Sales Trust Tax Strategy | Reefpoint LLC

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.

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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
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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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