Category: Deferred Sales Trust

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 […]

For years, wealthy individuals and families have known the benefits of deferred sales trusts – something our law firm likes to call “The Tax Tool You Didn’t Know You Had.” Although DSTs allow individuals to defer paying capital gains taxes when selling appreciated assets, these trusts also offer other financial and legal benefits, including flexibility in […]

When selling an investment property, you may worry about giving up some of the gains you’ve realized from your investment to capital gains taxes. Property owners have various legal strategies that may allow them to mitigate or manage their capital gains tax liabilities from selling their properties. Contact 453 Deferred Sales Trust Powered by Pennington […]

Are you conducting a real estate transaction? If so, you might wonder whether you need a real estate lawyer or a real estate agent to protect your rights and financial interests. Here’s what you need to know about the differences between these two types of real estate professionals. What Does a Real Estate Attorney Do? […]