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Deferred Sales Trust

Sell Assets. Defer Taxes. Build Wealth.

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Keep More After the Sale

A smarter exit strategy for appreciated assets and business sales.

Selling a business, real estate, or other appreciated asset can trigger a major capital gains tax event. At Herbert Financial, we help you use Deferred Sales Trusts (DSTs) to legally defer those taxes—freeing up more capital for reinvestment or retirement. A DST gives you flexibility, timing control, and peace of mind as you transition wealth.

Unlike 1031 exchanges, it works with a wider range of asset types and doesn’t require immediate reinvestment. Business owners, real estate investors, and high-net-worth individuals use DSTs to exit smart and stay liquid. With the right structure, you don’t just sell—you reinvest on your own terms.

What is a Deferred Sales Trust?

A Deferred Sales Trust is a legal strategy that allows the seller of a highly appreciated asset to defer capital gains taxes by transferring the asset to a trust prior to the sale. The trust sells the asset to the buyer, and the proceeds remain within the trust, paying the seller over time through structured installment payments. This deferral allows for reinvestment and compounding before taxes are paid, often reducing the overall tax impact.

DSTs are highly flexible, IRS-compliant when structured properly, and suitable for assets that don’t qualify under 1031 exchange rules. They’re ideal for sellers who want to exit an investment without losing a large portion of their gains to taxes immediately.

Capital Gains Deferral

Postpone taxes on asset sale profits.

Alternative to 1031 Exchange

Broader asset eligibility, no reinvestment rush.

Installment Sale Strategy

Spread income over multiple years.

Estate Tax Reduction

Lower estate size through trust structure.

Service Benefits

Selling without a plan can result in up to 30% or more of your profit lost to capital gains taxes. For high-value transactions, that means millions left on the table. Herbert Financial helps you use Deferred Sales Trusts to preserve wealth, unlock flexibility, and fund your next move—tax efficiently.
  • Defer capital gains legally and strategically
  • Access proceeds on your own timeline
  • Apply to businesses, real estate, and more
  • Reduce estate and income tax impact
Let’s turn your sale into long-term financial strength.

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+1 (818) 213-1388

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