Category: Sales Trust

Are you interested in legal strategies to manage the tax liabilities that come with selling high-value assets? If so, you might be wondering about the differences between a deferred sales trust (DST) and a charitable remainder trust (CRT). Understanding the potential benefits and drawbacks of these strategies will help you make an informed decision that […]

As a real estate investor, you’re always looking for the next opportunity. Paying capital gains taxes on a sale can make it challenging to reinvest your proceeds. A deferred sales trust (DST), or 453 trust, is a powerful tool that can help you defer capital gains taxes and manage the tax implications of a sale-and-reinvestment […]

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 […]

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 […]

Many wealthy individuals and families can use deferred sales trusts to mitigate 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 needs and goals. […]