623-229-0463 
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 needs and goals.
Why Choose 453 Trust Powered by Pennington Law?
Clients turn to the DST lawyers from 453 Trust Powered by Pennington Law to help them structure deferred sales trusts for tax-efficient exit planning because:
- Our firm earned nationwide recognition as the Best Deferred Sales Trust Law Firm in the U.S. for 2024.
- Firm founder Andre Pennington is an accomplished estate planning attorney and registered financial planner who has been featured in national publications such as The New York Times, Forbes, The Wall Street Journal, and USA Today and has earned listings in Super Lawyers, Lawyers of Distinction, and Best Attorneys in America.
- Unlikely other firms that rely on outside professionals to handle aspects of a client’s matter, we have built an IRS-compliant deferred sales trust program under one roof to offer you comprehensive service.
What to Expect When You Work with Us
When you hire us to help you structure a deferred sales trust, you can expect us to take the time to understand your financial circumstances and listen to your needs, goals, and concerns so that we can pursue a legal strategy tailored to your objectives. Everyone’s situation is different, and we prioritize building custom strategies tailored to clients’ needs. Our experienced attorneys strive to create an IRS-compliant structure that allows you to enjoy the tax benefits of a DST.
Who Can Benefit from a Deferred Sales Trust?
Various parties may appreciate the tax benefits of selling a high-value asset through a deferred sales trust, such as:
- High-net-worth individuals and families
- Owners of high-value real estate
- Business owners
- Investors in real estate and stocks.
Some of the benefits of selling an asset through a deferred sales trust include:
- Deferring capital gains taxes on an asset sale
- Reinvesting the proceeds of asset sales to grow wealth further
- Managing wealth and creating an income stream for retirement or to distribute inheritances
What Asset Types Are Appropriate for DSTs?
Deferred sales trusts can help parties spread out the tax liability for selling various types of assets, such as:
- Real estate, including residential, commercial, and investment property
- Business ownership interests
- Stocks and securities
- Artwork, collectibles, and antiques
Put Our Experienced DST Attorneys to Work for You
At 453 Trust Powered by Pennington Law, we believe the Deferred Sales Trust is the Tax Tool You Didn’t Know You Had. Let us show you how it works.
Our nationwide law firm provides comprehensive, personalized guidance tailored to your financial goals. We take a comprehensive approach, aiming to help you preserve wealth, defer capital gains taxes, and work toward a more secure financial future.
Contact us today for a free consultation with an experienced attorney and explore strategies to reduce your tax burden and maximize your long-term gains.
