Category: Deferred Sales Trust

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 […]

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 walk 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 […]

Many wealthy individuals and families can use deferred sales trusts as a means of mitigating the tax consequences of selling high-value assets. However, properly setting up a deferred sale trust requires experienced legal counsel. The DST attorneys at 453 Trust Powered by Pennington Law can help you create a deferred sales trust suited to your […]

Many high-value asset owners know about tax strategies that allow them to manage the tax implications of asset sales. One common legal strategy derived from IRC 453 is the provision of the Internal Revenue Code related to installment sales. Leveraging the benefits of IRC 453 requires careful legal planning. The attorneys at 453 Deferred Sales […]

Are you a business owner nearing retirement? If so, it’s time to consider exit strategies that can help you sell or transfer your business interests in a tax-efficient manner, preserving more of the wealth you’ve worked hard to create. What Happens If You Don’t Have a Business Exit Plan? Don’t have an exit plan yet? […]

For years, investment asset owners have used various legal strategies to manage or mitigate capital gains taxes from selling their property. These include utilizing deferred sales trusts (DSTs) and 1031 exchanges. Each strategy has advantages and disadvantages that may suit a person’s particular financial needs and goals. Working with an experienced attorney can help you […]

Many wealthy individuals and business owners know that deferred sales trusts are a legal strategy for managing capital gains taxes from business or asset sales. Although a deferred sales trust can offer significant tax advantages, these tools also have challenges or downsides. Some of them may require asset sellers to consider the suitability of DSTs […]