top of page
Aegis Lion Law Logo

Make sure your assets are managed in the best way

High-net-worth individuals often have complex financial situations and assets that require specialized estate planning to maximize tax benefits, protect assets, and ensure their wishes are carried out after their death. Estate planning attorneys have the legal knowledge and experience to assist with the creation of tailored estate plans that meet the unique needs of high-net-worth individuals. They can provide guidance on tax planning, asset protection, charitable giving, and other important considerations that can help preserve the individual's wealth for future generations.

 

Additionally, estate planning attorneys can assist with the implementation and administration of the estate plan, ensuring that it is properly executed and in compliance with all legal requirements. Overall, working with an estate planning attorney can help high-net-worth individuals achieve their long-term financial goals and provide peace of mind knowing that their estate will be managed according to their wishes.

Aegis Lion Law is the premier solution for estate planning for individuals and families seeking comprehensive legal guidance and support. Our team of experienced estate planning attorneys specializes in serving the unique needs of high-net-worth clients, and we are dedicated to providing personalized solutions that address each client's specific financial circumstances and goals. We understand that every client's situation is unique, and we work closely with each individual to develop a customized estate plan that meets their unique needs, ensuring that their assets are protected, their tax burdens are minimized, and their legacy is preserved. Our attorneys stay up-to-date on the latest legal and financial developments, allowing us to provide cutting-edge strategies and tactics to help clients achieve their estate planning goals.

 

At Aegis Lion Law, we are committed to delivering exceptional service and support to our clients, and we work tirelessly to ensure that they receive the best possible outcomes. Trust us to help you secure your future and protect your legacy – contact Aegis Lion Law today to learn more about our estate planning services.

  • What is a deferred sales trust?
    A deferred sales trust is a tax-deferral strategy used by high net worth individuals who wish to sell appreciated assets, such as real estate, without incurring capital gains tax at the time of sale.
  • How does a deferred sales trust work?
    The process involves the creation of a trust and the transfer of the asset to the trust in exchange for a promissory note. The note pays the seller interest over a set number of years and the buyer pays the trust directly for the asset over the same period. By structuring the sale in this way, the seller can defer the capital gains tax and spread it out over the term of the promissory note, potentially reducing their tax burden.
  • What are the benefits of a deferred sales trust?
    A deferred sales trust can provide tax deferral, flexibility and control over the timing and use of the funds, as well as potential tax savings. It can be particularly useful when the seller wants to avoid a large tax liability that would result from a traditional sale, wants to diversify their investments, or is not in immediate need of the proceeds from the sale.
  • What types of assets can be transferred to a deferred sales trust?
    A deferred sales trust can be used for various types of appreciated assets, such as real estate, businesses, and securities.
  • Are there any risks associated with a deferred sales trust?
    As with any financial strategy, there are potential risks and downsides to consider, such as the need to comply with specific legal and regulatory requirements, the potential for changes in tax laws, and the possibility of lower returns or default on the promissory note. It's important to work with a qualified professional, such as a tax attorney or a financial advisor, to assess the risks and benefits and determine if a deferred sales trust is right for you.
  • How can I set up a deferred sales trust?
    The process of setting up a deferred sales trust can be complex and requires the assistance of a qualified professional. It typically involves the drafting of legal documents, the creation of a trust, and the transfer of the asset. Working with an experienced tax attorney or a financial advisor can help ensure that the trust is structured properly and meets your goals and needs.

TESTIMONIALS

Take their word for it.

"He has been wonderful to work with during difficult and stressful circumstances.  By being able to help me stay calm and offering wise counsel, he has guided me through challenging circumstances and accomplished very positive outcomes."  

A.V.

"He listened to my concerns, provided me with timely and thoughtful analysis, made recommendations, managed my expectations, helped with negotiations, and guided me through this dispute. The result was that he helped me through this challenge and the outcome was better than I expected."

Alan Peet, DDS

Olympic Peninsula Oral Surgery

"I am extremely grateful to him for his caring, nonjudgmental nature, and the way he was able to encourage, support and help me to continue to feel hope when emotions and discouragement were weighing me down.  I would definitely recommend his services and count him as an extremely important legal and professional advisor in my professional life.  You have made a huge impact on my life and the future of my family!" 

Nathan Tanner, DDS, FAGD

Tanner Dentistry

bottom of page