This session was designed for our members to learn and discuss various options when selling highlighted appreciated assets
Learning Objectives
- Upon completion of this course, you'll be able to:
- Identify common types of highly appreciated assets.
- Evaluate advanced tax-minimization strategies.
- Analyze the benefits of Delaware Statutory Trusts (DSTs) through a real-world case study.
Major Topics
- Examples of highly appreciated assets
- Strategies for minimize tax exposure
- DST benefits and a case study
