Long‑Term Asset Sale & Trust Strategies (Advance Planning)

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What this is

If assets (land, businesses) are sold, advanced planning can:

  • Defer taxes
  • Reduce capital gains
  • Preserve wealth across generations

Examples discussed

  • Charitable trusts
  • Deferred sale structures
  • Trust‑based ownership transfers

Timing rule

Must be structured before sale contracts are signed.

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