Those of us who own highly appreciated assets such as homes, commercial real estate and businesses with over a million dollars in capital gains taxes, are often reluctant to sell that asset because of the capital gain tax and depreciation recapture costs associated with the sale. There is a perfectly legal way to defer capital gains tax and potentially reduce your overall tax burden. The Deferred Sales Trust can provide a way out.

Many people do not realize the high costs of estate tax and

"step-up" values. There is a smart ,functional, and legal way to address these issues with a powerful tax deferral strategy called the Deferred Sales Trust.

Our team of experienced professionals will review your case to determine if the DST is a good fit for your transaction.

A Deferred Sales Trust (DST) is a financial strategy utilized by real estate investors to defer capital gains taxes when selling a property. By structuring the sale through a DST, investors can potentially achieve greater flexibility in managing their tax liabilities while having diversified investment options secure their promissory note. Our podcast delves into the intricacies of DSTs, providing expert insights and interviews with industry professionals to equip real estate investors with the knowledge they need to effectively leverage this powerful tool.

Request a call with one of our DST consultants. We'll help you understand the Deferred Sales Trust and give you an overview. 

Our team of experts will review your case to determine if the DST is a good fit for your transaction.

An introductory conference call with you, the specialist assigned to your case, and the trustee is set up to discuss how you can benefit from using a DST for your sale. 

A conditional engagement agreement is provided to you by the DST attorney, for your review. There is no upfront cost or obligation. Once the conditional engagement is signed, the attorney will establish the trust and engage in preliminary planning. You are under no obligation to proceed or pay for any services unless your sale closes, and you decide to fund the trust. No fees from the DST attorney or ECGS will be paid unless your asset closes with you choosing to utilize the DST.

The DTS attorney prepares the documentation and implements the Deferred Sales Trust at the close of sale, either through escrow or attorney.

The pre-tax proceeds from the sale are delivered to the Trust, the funds are invested in a manner that is consistent with your risk tolerance and payments are made to you pursuant to the promissory note.

Those of us who own businesses, investment real estate assets, company stock or any appreciated asset are often reluctant to sell because of capital gains taxes associated with the sale. But what other choice do we have other than a property exchange directed by a Qualified Intermediary? Is there another way to deal with the capital gains tax deficits that so many investors experience when they sell their assets? The answer may lie in the Deferred Sales Trust.

REQUEST A FREE CAPITAL GAINS TAX CALCULATION

Engineered Capital Gains Solutions is an approved trustee with The Estate Planning Team, which has been reviewed by the IRS. Engineered Capital Gains Solutions’ organization stretches throughout the United States, providing significant capital gains tax deferrals and helping their clients have an in-depth understanding of the Deferred Sales Trust. Our expertise, in combination with Estate Planning Team and highly specialized tax attorneys, will help guide you to defer the capital gains taxes on the sale of your highly appreciated asset.

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