Deferred Sales Trusts are an excellent solution for paying less capital gains tax from sales of high value assests. Replay the webinar hosted by Greg Reese of Reef Point, Inc … Continue Reading about [Video] Saving an Additional 10 Percent in Taxes with the DST
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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?
How Do You Structure Repayment Terms for a Deferred Sales Trust Installment Note
Generally, the terms of note will be Seller driven and the resulting terms must be reasonable and commercially viable. The initial term we would offer would be anywhere from 1 year to 10 years… Seller picks their … Continue Reading about How Do You Structure Repayment Terms for a Deferred Sales Trust Installment Note
Bifurcated Exchanges into a 1031 Exchange and a Deferred Sales Trust
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 … Continue Reading about Bifurcated Exchanges into a 1031 Exchange and a Deferred Sales Trust
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