I’m interested in finding out if this works for me. What should I do next?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:22 PM by Client Experience Team


If you're interested in finding out if the Deferred Sales Trust is the right option for you, follow these steps:


  1. Visit http://capitalgainstaxsolutions.com/ or call 916.886.2986 to request a free "Deferred Sales Trust illustration".


  1. Complete the illustration request with details about your potential sale and circumstances.


  1. Once you receive the illustration summary, review it carefully to understand how the Deferred Sales Trust could benefit you.


  1. Discuss the information with a trust case manager to address any questions or concerns you may have.


  1. Share the illustration summary with your CPA or tax attorney for further review and advice tailored to your specific situation.


This process will help you determine whether the Deferred Sales Trust aligns with your financial goals and objectives.


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