Explaining a Deferred Sales Trust, DST, to someone for the first time can be a challenge. Installment sales are not such a new idea. Applying them to large transactions for avoiding massive capital gains tax, using those assets to invest, keeping your assets very liquid, and avoiding the risks of an … Continue Reading about Sharable DST Explainer Video and Case Study Flyers
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Estate Planning & Taxes
Top 5 Mistakes When Naming Beneficiaries of Insurance Policies
Protecting Your Goals and Your Loved Ones Naming the beneficiaries of an insurance policy seems likes an easy thing to do. If a person … Continue Reading about Top 5 Mistakes When Naming Beneficiaries of Insurance Policies
Should You Distribute Your Estate Equally Among Children In Unequal Circumstances?
Sample Case Study: Client in their mid 80’s with an estate of approximately $9,000,000. Children are three daughters in their early … Continue Reading about Should You Distribute Your Estate Equally Among Children In Unequal Circumstances?
1031 Exchanges Threatened as Commercial Lenders Halt Loan Applications – Deferred Sales Trusts the Solution
The New York Real Estate News reported that the marketplace where lenders sell mortgages on office buildings, rental properties and other types of commercial real estate has ground to a halt as traders try to figure … Continue Reading about 1031 Exchanges Threatened as Commercial Lenders Halt Loan Applications – Deferred Sales Trusts the Solution
[Video] How to Incorporate Deferred Sales Trusts Into Your Business to Increase Real Estate Listings and Business Sales
How to Incorporate Deferred Sales Trusts Into Your Business to Increase Real Estate Listings and Business Sales. Replay the webinar hosted by Greg Reese of Reef Point, Inc … Continue Reading about [Video] How to Incorporate Deferred Sales Trusts Into Your Business to Increase Real Estate Listings and Business Sales
How are DST Funds Protected?
In previous articles, we have discussed how the Deferred Sales Trust (DST) is a specialized form of Installment Sale under IRC 453. Under an installment sale to a DST Trust, the entire course of the transaction and … Continue Reading about How are DST Funds Protected?