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DST Fee Structure Deferred Sales Trust Fee Structure
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Capital Gains Tax Rates

Deferred Sales Trust Fee Structure

The Deferred Sales Trust is a legal and proven option to defer capital gains tax rates. When you utilize the Deferred Sales Trust, you receive built-in protections and benefits. You will receive audit defense for the life of the trust, access to leading financial advisors and more.

Below is an overview of the approximate fees when you invest in the Freedom Bridge Deferred Sales Trust. Please note that these fees are contingent. You only pay fees once you settle on transferring your asset to the trust. If you decide not to transfer your asset to the trust, then there is no cost to you. Additionally, if the buyer walks away from the offer, there is still no cost to you.

WHAT YOU’RE GETTING WHEN YOU CHOOSE FREEDOM BRIDGE CAPITAL AND THE DEFERRED SALES TRUST

Independent, Approved Trustees
independent trustees

Our trustees can walk you through each step of the Deferred Sales Trust process and answer any questions you may have along the way. Let us help you discover if you can defer capital gains taxes with the Deferred Sales Trust.

Legal Protection Against Audits
legal protection against audits

Using the Deferred Sales Trust comes with built-in protection against audits.

Leading Tax Attorneys
leading attorneys

DST attorneys have a thorough understanding of the IRS tax code as it relates to the Deferred Sales Trust. Many other CPAs and attorneys are unfamiliar with the tax implications of a DST.

Vetted, Experienced Financial Advisors
experienced financial advisors

Leading financial professionals come together to help you create an ideal wealth succession plan for you and your family.

SCHEDULE YOUR FREE VIDEO CONSULTATION

A ONE-ON-ONE WITH OUR DST TRUSTEE

Schedule a free video consultation with our deferred sales trust specialists today! Our estate planning team offers complimentary DST analyses to determine your estimated tax savings using the deferred sale trust investment strategy. We’re here to answer any questions you may have about the deferred sales trust and help you get started on the sale of your company, practice, or property.

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HOW DO I LEARN MORE ABOUT THE DEFERRED SALES TRUST & CAPITAL GAINS TAX RATES?

The Freedom Bridge Capital team would be happy to speak with you to discuss our Deferred Sales Trust fees and capital gains tax rates in more detail. Please give us a call at 800-897-0212 or request your free DST analysis today by filling out the form below.