What Types of Assets Can be Sold Using the Deferred Sales Trust?

Virtually any asset subject to capital gains taxation can be deferred with the Deferred Sales Trust. These assets include businesses, rental properties, primary homes, commercial properties, private stocks, public stock, bonds, cryptocurrency and insurance policies requiring cash sales. While real estate and business sales are the most common, the Deferred Sales Trust can also be utilized for:

• Rescuing a failed 1031 Exchange.

• Refinancing a note receivable from a third party.

• Sales of marketable securities with stock restrictions or limited trading volume.