On-Demand Courses and Live Coaching that

Take the Mystery Out of
Exiting Capital Gains Tax Deferred 

Get expert guidance you can use to exit your asset, defer capital gains tax and grow your wealth

Other files and documents

Other files and documents will be provided for the Deferred Sales Trust™:

1. Investment Allocation
Provided by Financial Advisor based on your risk tolerance questionnaire. This is a recommendation for your investment and still needs your approval and signature to complete.

2. Trust
Agreement and declaration of trust by trustee, Trust EIN and Defeasance, assignment, and acceptance of the assignment of obligation

3. Exchange Agreement and Promissory Note