Estate Planning Team 

Capital Gains Deferral with the Deferred Sales Trust

For more than 20 years, Estate Planning Team has been helping sellers benefit from the Deferred Sales Trust (DST), a strategy that enables your clients to defer capital gains tax on the sale of highly appreciated assets.

If you have a client that’s reluctant to sell almost any type of asset due to the capital gains tax liability, we’d be happy to help. Join today to generate more business while delivering value to your clients through this powerful capital gains deferral strategy.