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The Simple Choice for Complex Financial Matters

We go beyond industry standards to bring even more value to your everyday life.

Deferred Sales Trust⟶


Why Deferred Sales Trust?



What is a Deferred Sales Trust?

The Deferred Sales Trust is a legal contract between you and a third-party trust in which you sell real property, personal property or a business to the Deferred Sales Trust created for you.  This is in exchange for the Deferred Sales Trust’s contractual promise to pay you a certain amount over a predetermined future period of time in the form of an installment sale note or promissory note. It is often referred to as a “self-directed note” because you have control over the terms of the note. The Deferred Sales Trust gives you the ability to control your capital gains tax exposure, reinvestment terms of the sales proceeds, and installment payments made from the trust.

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