Selling a highly Appreciated Asset? How is a Deferred Sales Trust different than a 1031 Exchange?

Member and CEO
Alta Investment Group/Estate Planning Team

Address

45110 Club Drive, Suite B
Indian Wells, CA. 92210

Work Phone: 831-688-7700
Toni@AltaInvestments.com
HTTPS://myept.com/mydstplan/alta


Description

Those of us who own businesses, corporations, and commercial or residential investment real estate assets are often reluctant to sell because of capital gains taxes associated with the sale. But what choice do we have other than a property exchange directed by a Qualified Intermediary? Is there another way to deal with the capital gains taxes that so many investors experience when they sell their assets? The answer may lie in the Deferred Sales Trust. Upon completion of this questionnaire, the Estate Planning Team will analyze the information and will follow up with you to discuss potential next steps. We’ll be happy to provide a free illustration that clarifies the tax-deferral benefits that the Deferred Sales Trust can provide for your specific transaction.Estate Planning Team is committed to protecting your privacy and will never share your information with anyone except those directly involved in preparing your personal tax-saving illustration.