Planning · 4 min read
DSTs and Estate Planning
How DST interests may simplify passing real estate to heirs.
Step-up in basis
Under current federal law, heirs who inherit investment property generally receive a step-up in basis to fair market value at death, which can eliminate the deferred gain. Tax laws can change.
Easier to divide
Splitting one apartment building among three children can be complicated. Fractional DST interests can often be divided more easily.
No management burden
Heirs inherit a passive interest rather than a property that requires active management.
Have questions about your situation?
Book a complimentary strategy call with Creative Capital Wealth Management Group.
Schedule a Strategy CallEducational information only; not tax, legal, or investment advice. DSTs involve risk, including loss of principal, and are available only to accredited investors. Consult your own advisors.