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Own nothing.  Control everything.

Mastering this trust axiom is key to achieving the holy grail of business owners and investor plebs alike: legally avoid capital gains tax.

With a seller-selected trustee deferred trust, authorized by IRS Codes, §§ 453 and 267(b), you may sell your business or other property to an independent trust in exchange for a installment agreement.  The trust beneficiaries are typically the seller's family.  The capital gains tax is not due until the trust makes the installment payments which may be delayed up to, but not past the seller's IRS expected lifespan.  

When the trust turns around and sells to a third party for the same price as the installment agreement, the trust has no gain, and no capital gains tax.  The trust retains and reinvests the sales proceeds, including the capital gains tax otherwise owed and payable immediately to the IRS.

The potentially multi-decade compounding gain on the trust-retained capital gains taxes not only cover the capital gains tax, but builds an additional fortune - even dwarfing the original sales gain (depending on the trust ROI and duration) otherwise not possible.

The team at Opes Trust - the managing director overseeing a Nevada trust attorney, a CPA, and their paralegal, offers the most economical deferred trust available.  While other deferred trust firms require the hiring of their own independent trustee at 1.5% of all sales proceeds every year, Opes Trust offers sellers the option to select their own trustee, authorized under IRS Code, section 267(b), like their trusted friend, in-law, or any other number of trusted persons or professionals at low-to-no cost, saving their trust a fortune in compounded trustee fees.

Opes Trust also offers generational family trusts to save other taxes, shield family wealth from governmental and private predators, and providing upcoming generations with a strategic and carefully orchestrated hand up in life, instead of the often soul spoiling hand out.


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Recent Press Accolades & Mentions

Appointing Your Own DST Trustee To Save 1.5% Of DST Trust Balances Annually
Trust Law Review | Quarterly Highlight

Deferred Sales Trust |  seller-appointed trustees in Section 453 trusts
Hancock, Doug, CPA, ChFC
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CCDACalifornia Court of AppealUSF SMC


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