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Family Wealth

How a DST Can Help You Build and Maintain Family Wealth

Reef Point LLC · April 20, 2021 ·

How a DST Can Help You Build and Maintain Family Wealth | Reef Point LLC

One of the biggest advantages a Deferred Sales Trust offers you when you sell a substantially appreciated asset is not only deferral of your capital gains taxes, but also the opportunity to build and maintain your wealth and that of your family. This is especially true when you use a DST as an alternative to a 1031 exchange.

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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
info@reefpointusa.com

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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 Trustâ„¢ 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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