Monthly Archives: March 2021

Top Benefits for Real Estate Investors to Spring into DST’s

Delaware Statutory Trust’s (DST’s) are legal entities that allow for fractional ownership of real estate assets by accredited investors. Beneficial interest in a DST is treated as direct interest in real estate for tax purposes, qualifying as “like-kind” property in a 1031 Exchange. Investors can defer taxes by exchanging real property for an interest in

“We, the Family”: The Benefits of a Family Constitution

Wealth and family can be a tricky mix. Affluence can help families achieve great things and realize their shared vision, of course. But it also can create resentments and rifts that could potentially damage a family’s financial position and cause estrangement among family members. What’s more, as wealthy families grow and expand over time, one

2021-11-18T20:31:15+00:00March 2nd, 2021|Family, Wealth|
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