Deferred Sales Trust:  The Game Changer
Webinar: Thursday, August 30, 2018 10:00 AM CDT
Robert Binkele, founder of Estate Planning Team and the Deferred Sales Trust explains why real estate professionals benefit from knowing this strategy to help sellers DEFER long-term capital gain tax.
Roger Walker
Your Host and Member of The Estate Planning Team
Michael McIntyre
The Estate Planning Team National Training Director
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WHAT IS THE DEFERRED SALES TRUST(TM) (DST)?
The DST is an alternative to a 1031 exchange. Using this strategy, your clients have the ability to earn interest on the money they would have paid in taxes at the time of the sale and defer the capital gains over an entire lifetime. Benefits of the DST include tax deferral, reduced estate taxes, conversion of an illiquid asset into estate liquidity, provision of retirement income, elimination of risk, and possible elimination of probate fees.
ABOUT ESTATE PLANNING TEAM
Estate Planning Team is a membership group of legal and financial services professionals dedicated to helping professionals just like you preserve their client's wealth and protect their estates. Our company offers a unique mix of expertise in tax law and asset management to help our members develop strategies aimed at deferring taxes and growing client's portfolios while minimizing risk.
Learn how much easier price negotiations can be when you take taxes off the table!
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Client Illustrations and presentations!
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What You Will Learn From This Webinar:
Secret #1: What is a Deferred Sales Trust?
What is a DST? How does it work?  Who is The Estate Planning Team?
Secret #2: How does a DST help MY CLIENTS?
How will my clients benefit from this strategy? How does a DST defer LTCG Tax?  
Secret #3: How can the DST help my business?
How does the DST help me get more listings? How can I use this to get more referrals and grow my business?
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Roger Walker, founder of Walker Wealth Management, LLC is a registered representative of Centaurus Financial, Inc., and a member of the Estate Planning Team. Walker Wealth Management, LLC, Centaurus Financial, Inc. and the Estate Planning Team are not affiliated entities. As an Estate Planning Team member, Roger Walker promotes the use of the Deferred Sales Trust™ or other estate planning techniques to individuals as an outside business activity which is unrelated to his affiliation with Walker Wealth Management, LLC and/or Centaurus Financial, Inc. Centaurus Financial, Inc. and/or Walker Wealth Management, LLC are not responsible for, nor do either endorse recommendations made by members of the Estate Planning Team, including the Deferred Sales Trust™ or other tax, legal or estate planning strategies. The Estate Planning Team and the Deferred Sales Trust™ are unrelated to Centaurus Financial, Inc. and/or Walker Wealth Management, LLC.
Copyright © 2018 - Estate Planning Team / Roger Walker