Brett Swarts reveals how the Deferred Sales Trust offers freedom, flexibility, and tax deferral for high-net-worth individuals exiting businesses or real estate investments. This innovative strategy provides an alternative to traditional 1031 exchanges by allowing sellers to defer capital gains taxes while creating truly passive income streams.

• Understanding how capital gains taxes can take 20-50% of profits when selling appreciated assets
• How Deferred Sales Trust works as an installment sale with a trust that provides complete investment flexibility
• Real-world examples including a dental practice sold for $16M generating $120K monthly in passive income
• Differences from 1031 exchanges: no like-kind requirement, no tight timelines, ability to diversify investments
• Using DST for business sales, Bitcoin, and real estate with 30-year track record of IRS compliance
• Joint venture opportunities allowing entrepreneurs to partner with their trust for new ventures
• Fee structure typically 1.5-2% annually plus one-time legal setup costs
• Estate tax benefits that can remove assets from taxable estates without charity or life insurance
• Practicing "stewardship over ownership" mindset to create generational wealth and family legacy

To learn more about implementing a Deferred Sales Trust strategy for your exit, visit capitalgainstaxsolutions.com to schedule a free consultation or pick up Brett's book "Building a Capital Gains Tax Exit Plan."