Jessica Lanning

“My client is a couple with challenges and got a phenomenal opportunity to restructure their lives. They have this real desire to start and enjoy the life they love if they’ll be selling their property where most of their net worth resided. But, they’ll be paying a huge chunk in taxes that can be available to them to help them generate income and help meet their expenses. Using Deferred Sales Trust™ helps my client hold on to these assets and now it will extend the length of time they’re going to have income and it’s a pretty wide margin.”

Selling a High Priced Bay Area Home Using a Deferred Sales Trust™ with Jessica Lanning