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Updated 4 days ago, 11/28/2024

User Stats

11
Posts
8
Votes
Sam Rogers
  • Investor
  • Boston, MA
8
Votes |
11
Posts

Anyone use a Deferred Sales Trust?

Sam Rogers
  • Investor
  • Boston, MA
Posted

Deferred Sales Trusts seem like a viable strategy to defer capital gains. But really the only info out there on them is marketing material (I'm talking to you Brett!). I've talked to a few tax accountants and attorneys about it and some are open-minded, while others are convinced that they are a complete sham (though they actually know very little about them).

I'm curious if anyone on here has actually seriously considered using one or actually used one? 

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