Benefits of an AmeriEstate Living Trust Portfolio

Deferred Sales Trust and Charitable Remainder Trust

AmeriEstate offers two strategies to address capital gains. A Deferred Sales Trust (DST) provides investors with a solution whereby they can defer capital gains upon sale of their property or assets and redirect the sale proceeds into cash or whichever types of investments suit their needs, income requirements, and estate planning objectives.

A Charitable Remainder Trust is a tax-exempt trust designed to reduce the taxable income of individuals by first dispersing income to the beneficiaries of the trust for a specified period of time and then donating the remainder of the trust to the designated charity.

If you own a business or real estate with a large amount of gain and are not selling your property because of capital gain taxes, or can't find suitable, qualified property exchanges, then you may want to consider a Deferred Sales Trustâ„¢ (DST).

The DST utilizes a legal and established method that allows the seller of the property to defer capital gain taxes due at the time of sale over a period of time that is selected by the Seller in advance

Charitable Remainder Trusts are a legal vehicle enabling the grantor, at some time in the future or at his/her death, to direct some of their assets towards charitable causes. In return, the grantor may receive a lifetime income steam, along with current income and future estate tax deductions.


The Difference between the two strategies

The Deferred Sales Trust (DST) allows all due principal and accrued interest to be paid to the Seller/Taxpayer via a custom prepared installment sales agreement, whereas the Charitable Remainder Trust often pays income (interest) only. The DST has the potential and likelihood to yield more bottom-line dollars to the property/capital asset Seller/Taxpayer than a Charitable Remainder Trust.