How can I best explain these concepts to my clients?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:36 PM by Client Experience Team

The Deferred Sales Trust allows your clients to sell their assets in a manner that provides tax benefits similar to a "Seller Carry-back" transaction, but with less risk. Payments are made over time, allowing for a larger amount of cash to work for them. Additionally, the DST can be used in estate planning to transfer assets to heirs, free from certain taxes.


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