We’ll listen to your challenges and opportunities. We’ll work together to identify and clarify what may be confusing about the Deferred Sales Trust. Then, we’ll provide answers to your questions and share the DST legal track record. From there, if you would like to have the DST as an option, we will encourage you to have your legal counsel and CPA sign the non-disclosure agreement and review the Deferred Sales Trust structure and give their blessing before moving forward. Then upon request, we will give you client referrals (which fit your circumstance) for you to hear directly from the build your confidence in who we are and how we work with clients and give them access to the DST tool to help them create and preserve more wealth.
*Please note all of the above is no-cost and no obligation. The DST attorneys and Capital Gains Tax Solutions do not get paid unless your escrow closes and you choose to use the DST.