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“This is the best tax marketing innovation and value add tool I’ve seen in years”

-Brie Cropp - ESCROW REPRESENITIVE AT PLACER TITLE COMPANY
how it works

WHAT’S MY INVESTMENT?

Zero to sign up and forever free for Real Estate Agents or Brokers, however, how many potential clients are not meeting with you for a listing appointment or leaving your listing presentation without listing their property with you? Is your competitor communicating the deferred sales trust with your clients while you remain silent? How many high-end closed home escrows are you missing out on every day because you don’t have a tax deferral option? Not having a deferral marketing strategy is costing you thousands, maybe even hundreds of thousands of dollars.

WHAT DOES THE DST COST MY CLIENT?

ONE TIME ATTORNEY FEE

1.5% of trust
up to $1,000,000

1.25% of trust
above $1,000,000

Includes Audit Defense & Tax and Legal Structure

ANNUAL TRUSTEE FEE

50 basis points (1/2 of 1%)

+Tax Return $750 range
+ DACA Account Fee of $1500 every 18 months  (if the account is less than $1M)

Out of network investments (such as real estate or funding a real estate development project or business) – double the above -50 basis points annually for a total of (100 basis points) for funds removed from the trust into an LLC + one time 1.5% fee for funds removed, however, subtract the Financial Advisor Fees below.

ANNUAL FINANCIAL ADVISOR  FEE

*50-100 basis points

Use the form below to tell us about your group and we’ll be in touch with next steps or call us now at 916.886.2986.


LIVE DEAL? USE THE DST CALCULATOR TO SEE YOUR CLIENTS TAX SAVINGS NOW:

Even better: join the Estate Planning Team now and get access to your own customized DST calculator to showcase your brand. After your client or prospect enters their deal specifics into your personal DST calculator site the results are automatically uploaded into Estate Planning Team’s online deal portal. This portal tracks each Deferred Sales Trust deal from start to finish. Edit, view and save the changes to the transaction all in one place. You can even use the system to see where the tax attorney, Trustee (Capital Gains Tax Solutions) and financial advisor are at with the case. If you want to stay organized with your DST deals, EPT’s online portal is the tool you need. No cost to join and forever free. Use Partner Code: TaxSolutions

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We solve capital gains tax deferral limitations. So people don’t have to feel trapped because we feel it is just plain wrong to not have freedom and options.