Request a Deferred Sales Trust Illustration
Sell Your Asset. Defer the Tax. Turn a massive capital gains tax bill into a steady stream of retirement income.
Submit the DST Exploratory Form
If you are considering the sale of a highly appreciated asset, this exploratory form is the first step toward determining whether a Deferred Sales Trust may be worth evaluating as part of your broader planning strategy. A potential sale can create significant tax consequences, but it can also open the door to new opportunities around income planning, diversification, liquidity, and long-term wealth management. Taking a few minutes to complete this form can help move that conversation forward.
By sharing some basic information about the asset, your expected timeline, and your goals, you can help our team better understand your situation before an initial discussion. That makes it easier to focus on the questions that matter most to you and determine whether a DST may be relevant based on your circumstances.
This is not a commitment, and it does not lock you into any strategy. It is simply a starting point for a more informed conversation. If a Deferred Sales Trust may be appropriate, the information you provide here can help us identify the most important planning considerations early in the process. If it is not the right fit, that can be clarified as well.
Completing the form now can help you take a more proactive approach before key decisions are made. The earlier you evaluate your options, the more flexibility you may have in shaping the outcome of a potential sale.