Those of us who own businesses, highly appreciated stock, commercial or residential investment real estate assets are often reluctant to sell because of capital gains taxes associated with the sale.  But what other choice do we have other than a 1031 property exchange?  The answer may lie in the DEFERRED SALES TRUST ™.

Primary Benefits:

• Tax savings: when appreciated property is sold, tax on gain is deferred until receipt of payments.
• Estate Tax Savings:  accomplishes an estate freeze for estate tax purposes.
• Maintains Family Wealth:  maintains wealth within the family.
• Estate Liquidity:  converts an illiquid asset into monthly payments.
• Retirement Income:  provides a stream of income for retirement.
• Probate Avoidance:  with proper estate planning.
• Eliminates Risks Associated with Ownership:  by utilizing the DST™, you have taken an asset that is liability prone and converted it to a no risk asset.

How to Proceed:

(1)Review the Executive Summary entitled STRATEGIC MANAGEMENT OF TAX LIABILITY for a more comprehensive explanation and (2) review frequently asked questions and illustrations of the Deferred Sales Trust™ at www.New1031Alternative.com.

The Estate Planning Team Inc and the Trust Attorney’s will prepare a FREE tax savings analysis and work with your personal tax advisors, CPA and Attorney.  Learn your options from professionals in tax and trust management.