Getting Started with Your Deferred Sales Trust

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YOUR NO COST, NO OBLIGATION PROCESS,

STEP BY STEP..

5 Steps to Closing Your Deferred Sales Trust

The Deferred Sales Trust (DST) offers a tax-efficient way to defer capital gains while maintaining control over your wealth. Our simple five-step process ensures a seamless experience, from discovery to closing.

Step 1: Discovery Meeting

Your journey begins with a personalized consultation where we assess your financial goals, tax implications, and investment objectives. This no-cost, no-obligation meeting helps determine whether the DST is the right fit for your needs.

Step 2: Proposal & Legal Meeting

After confirming suitability, we provide a customized DST proposal outlining the structure and benefits. You’ll meet with legal and tax professionals to review the trust framework, address any questions, and ensure full compliance with IRS guidelines before moving forward.

Step 3: Promissory Note & Investment Strategy Meeting

We structure the Promissory Note, detailing your payment terms and interest rates. Then, we collaborate with your financial advisor to craft an investment strategy that aligns with your risk tolerance, cash flow needs, and long-term financial goals.

Step 4: Trust Bank Opening

A dedicated DST bank account is established to hold and manage the trust funds. At this stage, we complete all necessary compliance and banking requirements to ensure a smooth transition of assets.

Step 5: Closing – Deferred Sales Trust Account Funded

Upon closing, the sale proceeds are transferred into the DST account, officially activating the trust. From here, you begin receiving scheduled payments per the Promissory Note, with the flexibility to reinvest and grow your wealth tax-deferred.

This 5 Steps to Closing Your Deferred Sales Trust provides you with peace of mind while maximizing your financial potential. Let us guide you through the process and unlock the benefits of the Deferred Sales Trust.