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DEFERRED SALES TRUSTS OVERVIEW
An Innovative Strategy for Deferring Capital Gains When Selling Highly Appreciated Assets
Please join us for a webinar on Deferred Sales Trusts (DST)
The Deferred Sales Trust has been around for years. It is designed either as a 1031 Exchange alternative or as a benefit to anyone who is reluctant to sell a highly appreciated asset such as a home, business or commercial property due to high capital gains taxes.
The DST is a strategy recommended by CFPs, RIAs, Wealth Managers, Retirement Planners, CPAs, and Residential and Commercial Realtors.
Learn how incorporating the DST strategy for your clients can add substantial assets under your firm’s management.
Our AmeriEstate family is proud of the fact that Greg Reese is one of only 13 Licensed and Certified individuals nationwide who can serve as a required “Trustee” for a client’s DST.
Presenter:
Greg Reese, CEO and Owner