Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Deferred Sales Trusts for Tax Planning
Episode 67 explores the deferred sales trust (DST), a tax-deferral strategy used by affluent families to sell highly appreciated assets like real estate or a business without triggering immediate capital gains tax. Lucas and Luna walk through how the DST works, comparing it to a 1031 exchange and an installment sale. They discuss the mechanics of selling an asset to a trust in exchange for a future income stream, the IRS code section that enables it, and real-world scenarios where it makes sense — like a founder selling a company or a family unloading a vacation property. They also cover…
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