Download Better Than A 1031 Exchange | The Commission-Free Deferred Sales Trust: no 1031 reinvestment restrictions or Trustee fees (Deferred Trusts For Real Estate, Business, and Crypto Sales Book 1) by Michael George Juris Doctorate

Author: Michael George Juris Doctorate

All other investors going to DT corporate shops are paying 1.5% of the value of their entire trust every year in corporate trustees commissions! That’s paying real estate agent level commissions every year. Why? Because the corporate shops require you to use their expensive corporate trustees.

But you’re legally entitled to use your own appointed little-to-no cost trustee, as long as they’re not “closely related”. This option isn’t made available through corporate DT firms. There’s no money in it, for them.

Using your own trustee saves a large fortune over the life of the DT, and saves an even larger fortune in opportunity cost from lost compounding of retained taxes.

If you appoint a trusted friend or qualified family member (like an in-law) to serve as trustee just a few hours a year, your DT Trustee cost can be zero. Your trust can keep that expense for itself, compounding a tremendous additional fortune for you and yours.

You’ll learn the many ways that you, as grantor, can legally benefit from the DT – beyond just the installment note payments and interest on page 15.
You’ll know why DTs can’t save tax on gains over $5 million and what to do to protect amounts above that threshold on page 18.
You will learn what to do to protect the capital gains your DT makes on page 19 (you can’t just leave it in the DT and defer the tax on DT investment gains).
You will know from Chapter 4 why DTs are financially superior to other tax favored strategies like 1031 exchanges, Qualified Opportunity Zones, Solo 401(k)s, Delaware Statutory Trusts, and Charitable Remainder Trust . . . and so much more!

Listen. As much as the DT corporate trustee-for-hire crowd likes to complicate DTs, they’re actually simple.

Here it is:

Step 1. Choose your options and sign the DT trust contract.
Step 2. Transfer the property to the DT in exchange for your installment note.
Step 3. The DT sells the property to the 3rd party buyer.
Step 4. The DT reinvests all sale proceeds including retained capital gains taxes as you’ve directed.
Step 5. The DT distributes installment payments to you and trust income and assets to your beneficiaries according to your prearranged DT instructions.

That’s it. You got this!