Deferred Sales Trust

Defer capital gains taxes from the sale of high-value assets like real estate or businesses.

What is a Deferred Sales Trust?

In a DST, the seller transfers the asset to a trust in exchange for a promise of future payments. This allows for control over capital gains tax exposure, reinvestment terms, and income from the trust. It’s particularly useful for individuals looking to sell highly appreciated assets and wanting to manage tax implications, reinvest in different assets, or secure retirement income.

Who is a DST for?

It’s ideal for those seeking to defer capital gains taxes, plan for retirement, or reinvest in diverse assets while maintaining income flow. This strategy is often used by retirees, investors, business owners, and high-net-worth individuals who want to manage the tax impact of a significant asset sale.

Richard-Riva

Get More Information About A DST​

Benefits of a Deferred Sales Trust

Tax Deferral

Postpone capital gains tax until you begin to receive the scheduled payments from the trust. This delay in tax payment allows for more immediate financial flexibility upon the sale of high-value assets.

Maintain Family Wealth

When set up correctly, a Deferred Sales Trust (DST) can offer the advantage of transferring a portion of the trust's principal to your legal heirs, providing potential estate planning benefits.

Retirement Income

Transform an illiquid, high-value asset into a stream of predictable monthly payments. This conversion is particularly beneficial for individuals seeking a steady income stream

Advantages of a Deferred Sales Trust

A Deferred Sales Trust™ is a smart and legal way to defer capital gains tax and reduce the overall tax burden on the sale of homes, commercial real estate, businesses, and other highly-appreciated assets.

The process begins by selling your property to a trust managed by a third-party company, allowing you to defer capital gains tax payments. Payments are made to you through a flexible installment contract, offering greater control over when and how you receive your funds. This is an innovative approach and can potentially yield more money in the long term compared to traditional taxed sales, providing a promising solution for those with highly appreciated assets.

For personalized guidance and a FREE tax savings analysis, connect with our tax specialists from the Estate Planning Team today. Learn more about EPT Deferred Trusts here. 

Richard-Riva

"Tax planning and preparation aren't just about numbers on a ledger; they're the keys that unlock a realm of opportunities to optimize your wealth, preserve your legacy, and navigate the complex pathways of taxation with wisdom and foresight."

Richard Riva, Founder

Learn more about tax planning on our blog

Discover the power of smart tax planning and preparation through our easy-to-read blog posts. Whether you’re new to money matters or already know your way around, our blog breaks down taxes in simple terms. Learn how to keep more of your money, secure your family’s future, and make wise choices with our practical tips and real stories. Dive into our blog to start mastering your taxes and make your financial journey smoother – it’s your gateway to confident and informed tax planning.

Tax Planning and Preparation Strategy

A well-crafted Tax Planning and Preparation Strategy ensures you’re in control of your financial destiny, maximizing savings and minimizing stress in the face of complex tax landscapes.

1

Business Sale Tax Strategy

We start with an assessment of your business and financial circumstances, strategically analyzing the potential sale of your company to identify tax implications and opportunities. This foundational step lays the groundwork for a customized plan that aligns with your immediate goal of maximizing sale proceeds and long-term objectives of minimizing taxes during wealth transfer.

2

Optimized Wealth Transition

Leveraging our expertise, we explore diverse strategies, including capital gains optimization and tax exemptions, to structure the business sale in a manner that retains a substantial portion of proceeds. Simultaneously, we develop a meticulous plan to ensure the seamless transfer of wealth to the next generation, safeguarding your legacy while minimizing tax exposure for your heirs.

3

Continuous Adaptation

Beyond the business sale, our commitment endures. We continuously monitor your tax plan, adapting it to evolving circumstances and regulatory changes. This unwavering dedication guarantees that your financial strategy remains aligned with your shifting needs and the dynamic tax landscape, empowering you to navigate wealth transfer and taxation with confidence and foresight.

Scroll to Top