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Understanding the Deferred Sales Trust Seminar

Do capital gains keep you from selling your highly appreciated property?

If capital gains tax prevents you from selling your property, you may want to consider the Deferred Sales Trust™. This tax code compliant program provides you with an income for life from the asset proceeds. With additional planning you can even transfer the balance of the trust to your heirs—income tax, probate, and estate tax free!


The Estate Planning Team Presents

Dates: Thursday March 16, 2017 at 6PM

Dates: Tuesday March 21, 2017 at 6PM

Location: Zephyr Real Estate Oce

Location: 350 Bon Air Center, Suite 100

Location: Greenbrae, CA 94904

Seating is limited! RSVP: bit.ly/DSTseminar

Interested In More Info? Contact us now to learn more about your options.

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