Our Process
Review the assets being used
During this process we closely review your short term and long term goals with the money from the asset sale. We analyze your current tax situation and capital gains tax liability. We create a plan that aligns with your goals and needs.
Establish the trust's goals
The trust is designed around your goals that are established during the review process. These include persona, business, and family-related goals. Everyone’s situation is unique and all this taken into consideration when developing the trust.
Implement the process
At this time the trust is established and funded with your assets. The investment plan for the assets is executed to achieve your goals for growth, flexibility and protection while giving you more control and flexibility over your capital gain tax liability.
F.A.Q.
How long does it take to set up a deferred sales trust?
The process can take as little as a few days time to set up if the transaction has already taken place and the funds are in a holding account and have not been taken possession of by the seller. If it’s prior to a sale taking place, then the timeline will coincide with the date of sale.
What do I need to have in order to begin this process?
An highly appreciated asset from which you have not received the proceeds from the sale. This can include real estate, buildings, and businesses. Assets have market favorability conditions as when to sell and the deferred sales trust helps protect those funds at any point during the sales process.
What costs will I incur during the deferred sales trust process?
There is no cost to you during the process to set up the trust. The fees will be incurred at the completion of the Trust process.
How much time is required to complete the deferred sales trust process?
Timing is entirely based on when the sale occurs. If you have already sold a highly appreciate asset and have not take possession of the funds, the set up of the trust can occur in days. At other times, the framework of the trust can be set up prior to the sale, and finalized at the close of escrow with just a few final edits.