Webinar Replay: Guidelines for a Deferred Sales Trust to Qualify
Did you miss our recent webinar on Guidelines for a Deferred Sales Trust to Qualify? Or maybe you want to revisit the valuable insights shared during the session. Here is access to the recording.
Key Takeaways:
- Understanding the Minimum Viable Transaction
- Trust Structure Requirements
- Importance of an Independent Trustee
- Procedures for Asset Transfer
- Legitimacy of Asset Ownership Transfer
Contact us to schedule a meeting to learn more about the DST strategy.
Webinar Date: April 24, 2024
Intrigued and Want to Know More?
If all of the above appeals to you and you want to find out more about the benefits of partnering with Reef Point, contact us today. Greg Reese will be happy to answer any questions you have, and also give you a free DST analysis.