Cash is King. You can never have too much. Right?

For many successful investors, the cash flow from an all-at-once liquidation exceeds what they need, or even want, at the time of the sale. In other words, cash is king but cash is also taxable.

THE CASE FOR A DEFERRED SALES TRUST

The "Deferred Sales Trust" was designed to give due consideration to both the liquidity and tax deferral desires that are common among owners of appreciated real estate and businesses. 

HOW IT WORKS

WHO IS IT BEST FOR

Best for those investors who...

  • Are ready to extract some benefits from an appreciated asset but don't need a lump sum of cash

  • Feel it's the right time to get out of a real estate asset and don't want to be forced back into real estate

  • Want to sell at the top of the market and move money elsewhere until the market cools off a bit (other investments, trust, etc)

  • Just want/need the cash flow coupled with a payment structure that stretches the tax burden over time.

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