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.