Getting Started (17)

What is a minimum deal size or capital gains tax-deferred to make sense of the fees for the Deferred Sales Trust?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:33 PM by Client Experience Team
Are there current clients I can speak with to hear how the Deferred Sales Trust has worked out for them?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:33 PM by Client Experience Team
Our realtor already has an escrow/title company working on our sale. Is this going to be an issue?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:35 PM by Client Experience Team
If my client has multiple Assets or Properties that they want to sell over a period of time can the DST work?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:36 PM by Client Experience Team
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
What if the Client has a Living Trust already?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:36 PM by Client Experience Team
What is the best way to get started marketing the DST?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:37 PM by Client Experience Team