Monday, October 26, 2009 at 08:47AM | William L. Exeter Structured Sale with the Deferred Sales Trust™
Investors must address the problem of taxable gain when selling real estate, businesses or other highly appreciated property. Appreciated real estate or other property will generally trigger the payment of capital gain taxes upon the sale of the property.
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The 1031 Exchange is generally a better tax-deferred structure for investors, but only when they intend to reinvest in other like-kind replacement property. The 1031 Exchange is not a suitable structure when the investor does not want to or can not reinvest in like-kind property.
The Structured Sale can be used to defer the payment of capital gain taxes when the investor does not want to reinvest, but does want to defer the taxable gain and not get hit in anyone particular year.
There are a number of "structured strategies" available in the market place today. It is important to evaluate the various "structured solutions" to determine what is right for you. The difference is generally in the investment options available to the investor inside the structured sale transaction.
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However, you should take other aspects into consideration such as any rulings or guidance from the Internal Revenue Service, the total amount of fees charged by the provider, etc. The Deferred Sales Trust generally provides the investor with significantly more investment options than those found with other products, is the only structured sale strategy that has a Private Letter Ruling from the Internal Revenue Service, as well as numerous more estate planning applications.
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