Deferred Sales Trusts: Everything You Need To Know

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In this session, we cover Deferred Sales Trusts and other available strategies!

1. What is a Deferred Sales Trust (DST)?

2. Key benefits and trade-offs:

3. Alternative solutions: Charitable Remainder Trusts and Opportunity zones. Use cases for each solution

4. Real-life case study

00:00 Intro on Deferred Sales Trusts
00:50 About Valur and Speakers
03:30 Agenda
04:20 Deferred Sales Trusts: What they are and how they work
11:20 Benefits and trade-offs of Deferred Sales Trusts
17:48 DSTs vs other strategies
27:29 Case Study 1: Immediate liquidity and conservative investment approach
32:19 Case Study 2: Long time horizon for investment and withdrawals
37:49 Closing remarks

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