Bifurcated Exchanges into a 1031 Exchange and a Deferred Sales Trust with the possible use of a Delaware Statutory Trust for the 1031 Exchange Upside Replacement Property The usual 1031 jargon is "up in value, up in loans". In a bifurcated 1031 exchange you are doing 2 transactions- (1) a 1031 exchange … Continue Reading about Bifurcated Exchanges into a 1031 Exchange and a Deferred Sales Trust
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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?
Webinar Playback – Deferred Sales Trust and real estate partnerships
Last month we featured an article on this topic and help a webinar. This video recording drills down a little bit in that article by using a recent case that I had become involved in. While telling the back story … Continue Reading about Webinar Playback – Deferred Sales Trust and real estate partnerships
Can the Deferred Sales Trust Help Partners Wind Up Their Partnership in Real Estate Ownership?
It is not uncommon for friends or family members to pool their resources together to invest in Real Estate. Often times they employ a strategy where they systematically use a vehicle known as a 1031 exchange to … Continue Reading about Can the Deferred Sales Trust Help Partners Wind Up Their Partnership in Real Estate Ownership?
What are the Differences Between a Deferred Sales Trust (DST) and a Charitable Remainder Trust (CRT)?
There are perfectly legal ways to defer capital gains tax and reduce your overall tax burden. Those of you who own highly appreciated assets such as homes, businesses, commercial and residential real estate, … Continue Reading about What are the Differences Between a Deferred Sales Trust (DST) and a Charitable Remainder Trust (CRT)?