Deferred Sales Trust (DST): Complete Guide for Business Owners
When to use a DST, before/after-tax math, risks, fees, and how DST compares with 1031/CRT/QOZ.
- Where DSTs fit best
- Before/after-tax math examples
- Risks, fees, and trustee role
Quick answers
- Will this trigger IRS scrutiny?
- Any tax strategy can be scrutinized; proper design, documentation, and administration are essential.
- What's the cost?
- Typically a setup fee plus ongoing trustee/admin fees; value depends on deal size and goals.
Velric Partners - Business Exit Planning Specialists
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