213. Deferred Sales Trusts 101 with Brett Swarts

The Wake Up Call

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Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy.

In this episode of “The WakeUp Call” podcast, Host Paul Thompson is joined by Brett Swarts as they go into heavy detail regarding Deferred Sales Trusts, the primary focus on Brett’s business: “Capital Tax Solutions”. For people with large value assets, using this strategy involves utilizing high and low tax states to your advantage– creating Trusts and designating Trustees that give you the opportunity to make large amounts of wealth off maximizing local interest rates.

Key Points From This Episode:

Brett Breaks Down in detail the elements that go into a Deferred Sales Trust
The Benefits of Building and setting up a “Trust” involving a company like Capital Gains Tax Solutions.
Hire the WHO Don’t Be the HOW
82 Trillion Dollars Will Pass from Boomers to Millennials in the next 20 Years: The largest wealth transfer in the history of the planet.
DST is LEGAL, and LUCRATIVE, but you have to plan for it in advance.
DST Works without fail, despite what people say, as long as you go through the right channels.

► Resources

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About Today’s Guest:

Brett Swarts is a Deferred Sales Trust™ Trustee, DST expert, capital gains tax deferral expert, investment real estate expert, multifamily broker, and the founder of Capital Gains Tax Solutions – a company helping individuals to defer capital gains tax on the sale of their highly appreciated assets, eliminate the need for a 1031 exchange, and unlock transformational wealth building options so they can create & preserve more wealth. He created ‘Capital Gains Tax Solutions‘ to equip high net worth individuals and their trusted advisors with the Deferred Sales Trust™ tool to help them solve capital gains tax deferral limitations.

https://capitalgainstaxsolutions.com/

254 episodes