3 Scenarios That Would Benefit From a DST | Reefpoint LLC

3 Scenarios That Would Benefit From a DST

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 | Reefpoint LLC

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.

Can a DST Ease the Financial Strain of a Divorce? | Reefpoint

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.

The Core Team of Professionals That Create and Manage DSTs | Reef Point

The Core Team of Professionals That Create and Manage DSTs

There is rarely a single person behind any wealth management strategy, and a Deferred Sales Trust is no different.

A DST has two beneficial uses: First, it allows you to structure an asset sale to defer the capital gains tax payments indefinitely. Second, it provides a vehicle for you to invest the full proceeds to best suit your financial and lifestyle objectives.

Establishing Charitable Trusts in Estate Plans - Part 2 — Strategic Solutions | ReefPoint LLC

Establishing Charitable Trusts in Estate Plans: Part 2 — Strategic Solutions

In Part 1, Charles and Maddie’s story illustrated how life and politics can make a father’s desire to provide for his daughter much harder than it should be. While not ultra-wealthy by any standard, Charles has enough retirement savings that he should be able to structure supplemental income for Maddie for many years should he succumb to heart disease complications or any other premature death.