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Deferring Recoginition of Capital Gains

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Will a Bifurcated 1031 Exchange Achieve Your Investment Goals – Part 2

Reef Point LLC · January 5, 2021 ·

Will a Bifurcated 1031 Exchange Achieve Your Investment Goals – Part 1 | Reefpoint LLC

In Part 1 of this series, we explained how you can use a bifurcated 1031 exchange and Deferred Sales Trust (DST) to meet your investment and financial goals. In Part 2, we now offer you an alternative to the bifurcation approach.

Will a Bifurcated 1031 Exchange Achieve Your Investment Goals – Part 1

Reef Point LLC · December 29, 2020 ·

Will a Bifurcated 1031 Exchange Achieve Your Investment Goals – Part 1 | Reefpoint LLC

How Are Deferred Sales Trust Funds Protected?

Reef Point LLC · December 22, 2020 ·

How Are DST Funds Protected? | Reefpoint LLC

In previous articles we discussed how the Deferred Sales Trust (DST) is a specialized form of installment sale authorized by Section 453 of the Internal Revenue Code. In a DST Trust installment sale, the entire course of the transaction and its continued operation revolves around a secured installment note in favor of you, the seller. In this context, “secured” means that all of the assets in the DST serve as collateral, i.e., security, for repayment of money to you per the note’s terms.

Who are the Deferred Sales Trust Trustees?

Reef Point LLC · December 15, 2020 ·

Who are the Deferred Sales Trust Trustees? | Reefpoint LLC.jpg

If you’re new to the concept of a Deferred Sales Trust, you likely have a lot of questions about what DST is and how it can help you achieve your financial, investment and estate planning goals, such as the following:

Can a Deferred Sales Trust Do a 1031 Exchange?

Reef Point LLC · December 8, 2020 ·

Can a Deferred Sales Trust Do a 1031 Exchange? | Reefpoint LLC

The DST can be used as a vehicle that does what a 1031 exchange does, without the problematic timelines and other stringent requirements, but it also can do so much more. In order to understand the pros and cons of a DST and a 1031 exchange and the benefit they give you, you must first understand 1031 exchanges themselves.

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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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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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