The Deferred Sales Trust™ (DST) offers flexibility and provides an alternative to a 1031 exchange that can apply to your primary residence, investment property, or business. The DST is a trademarked strategy designed to minimize tax impacts for your real estate and business owner clients. Join Bob as he explains how it works and the various benefits such as: tax deferral; reduced estate taxes; conversion of an illiquid asset into estate liquidity; provision of retirement income; elimination of risk; and potential elimination of probate fees.
- Understand what the Deferred Sales Trust is as an alternative to a 1031 exchange
- Understand ways to minimize tax impacts on real estate and business
- Understand conversion of an illiquid asset into estate liquidity and how to eliminate risk
- Understand how it may affect retirement income
About the Presenter:
Learn from industry expert Robert Binkele, CEO & Founder of Estate Planning Team.Meet the Presenter
This event is free to attend! Thank you to our Sponsors:
This meeting will be held at Maggiano’s South Coast Plaza.
Address: 3333 Bristol Ave. Costa Mesa, CA 92626