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About Us

Client Centered

At My Deferred Sales Trust, our firm is built on the belief that intelligent, innovative tax strategies can significantly impact your financial health. We strive to employ innovative tax strategies that defer capital gains tax and preserve wealth. We understand that managing highly appreciated assets can be challenging, but with our expertise, you can navigate these complexities with confidence.

We are a team of dedicated financial advisors with a passion for helping our clients achieve their financial goals. Our approach is driven by a commitment to excellence and a deep understanding of the tax code. We leverage our knowledge and experience to create customized strategies that minimize your tax burden and maximize your wealth.

We believe in a proactive approach to tax planning. By staying ahead of the curve and anticipating changes in tax laws, we can provide our clients with the most effective strategies for deferring taxes on highly appreciated assets. Our innovative methods are designed to help you keep more of what you’ve earned, so you can enjoy the fruits of your labor.

Benefits of a Deferred Sales Trust™

Retirement Income

Converts an illiquid asset into predictable monthly payments that can be used as retirement income.

Tax Deferral

When appreciated assets are sold, capital gains tax is deferred until the seller receives the future payments.

Maintain Family Wealth

When properly structured, DSTs provide the potential to pass on the promissory note to your legal heirs.

Reduce Risk Associated with Ownership

By utilizing the DST, you have taken an otherwise “exposed” or liability-prone asset and converted it to a promissory note.