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If you own valuable real estate holdings, you could be concerned about the impact that capital gains taxes can have on your wealth — particularly if you plan to pass your property on to loved ones after your death. Fortunately, you can use certain trusts to benefit from specific tax rules, such as the stepped-up […]

When you set up a deferred sales trust to manage the tax implications of selling an asset, you must decide who to appoint to serve as trustee. Clients often ask: “Can a trustee also be a beneficiary of a trust?” Because deferred sales trusts (DSTs) leverage specific IRS rules, there are certain restrictions on who […]

You may have several options for managing capital gains tax liabilities you incur from selling an asset, including conducting the sale through a structured installment sale or a deferred sales trust. An experienced attorney can explain the differences between a structured installment sale vs. a deferred sales trust, helping you decide which option might be […]

People who have accumulated wealth in capital assets have various legal options for managing the tax implications of selling those assets, including installment sales and deferred sales trusts. An experienced advisor can help you understand the advantages and disadvantages of deferred sales trusts vs. structured installment sales. What’s the Difference Between a Deferred Sales Trust […]

If you’re holding or planning to hold property, you have multiple options for structuring your real estate operation. Two structures to consider are trusts and limited liability companies (LLCs). But what’s the difference between a real estate investment trust vs. an LLC? Both frameworks offer benefits, but they serve very different purposes depending on your […]

For many people, real estate represents a significant share of their wealth. People may own primary residences and second homes for vacation purposes or purchase investment property to generate income and wealth. However, property owners wishing to sell their real estate may trigger capital gains taxes that cut into the value they’ve built in their […]

A significant life event may prompt you to make major financial decisions, such as selling high-value assets, including real estate or business ownership interests. After spending your life building wealth, identifying strategies to preserve your assets and minimize your tax burden can help you move forward during the transition. A deferred sales trust (DST) may […]

Many wealthy individuals and families have used deferred sales trusts for years to manage and mitigate the tax implications of selling high-value assets like real estate, businesses, and other investments. Deferred sales trusts take advantage of specific taxation rules under the Internal Revenue Code. However, correctly setting up a deferred sales trust requires in-depth legal […]

Selling a high-value asset may prove one of the most important legal transactions you undertake. When you have worked hard to build wealth through assets such as real estate, businesses, or investments, you deserve to maximize the value you’ve created when you sell those assets. An experienced legal advisor can guide you through the steps […]

When you sell your business, there are multiple ways you might structure the transaction. For example, you may structure the transaction as a stock/equity sale, where you sell your stock or other ownership interest in the business entity to a buyer. Alternatively, you could structure it as an asset sale, selling all or substantially all […]