My business is called DST- Advisors Inc.
DST Advisors, Inc. is an authorized and specially trained corporate trustee for Deferred Sales Trust transactions. Our team has over 75 years of combined experience helping clients pay less tax and deferring taxes to build more wealth and income. We also help clients with 1031 exchanges and Delaware Statutory Trusts. It starts with client goals and helping them determine the best solution for their needs.
As trustees we are responsible for managing and administering the finances and operations of the trust. We safeguard trust assets, provide record keeping for trust income and expenses, make payments to noteholders, file the annual tax return, keep track of other transactions that occur, engage a professional asset manager to manage trust assets and provide reporting to noteholders on all trust assets. Our depth of experience provides objective decision making based on the terms of the trust and the goals of our noteholders.
As part of the Estate Planning Team (EPT) we have access to the best in class legal, tax and investment services. Clients get a team of professionals working to help them achieve their wealth and income goals.
Our expertise encompasses deferring capital gains taxes on the sale of personal and commercial real estate, businesses, and individual stock positions. Focused on retirement and cash flow, the Deferred Sales Trust helps clients to both grow and safeguard their family wealth, while also facilitating enhanced income.
We believe in the team approach, working with your trusted professionals and our team of trusted and experienced professionals. We help clients with 1031 exchanges, the Delaware Statutory Trust and the Deferred Sales Trust.
As trustees, my business partner and I are responsible for managing and administering the finances and operations of the trust. We safeguard trust assets, provide record keeping for trust income and expenses, make payments to noteholders, file the annual tax return, keep track of other transactions that occur, engage a professional asset manager to manage trust assets and provide reporting to noteholders on all trust assets. Our depth of experience provides objective decision making based on the terms of the trust and the goals of our noteholders.
As part of the Estate Planning Team (EPT) we have access to the best in class legal, tax and investment services. Clients get a team of professionals working to help them achieve their wealth and income goals.