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How Delaware Statutory Trusts Can be Used for Wealth Transfer

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Kay Properties and Investments

It’s been called the greatest wealth transfer in history It is estimated that $84 trillion in assets is set to change hands over the next 20 years. Not surprisingly, real estate accounts for the vast percentage of this wealth. The Delaware Statutory Trust can be a great tool for helping investors preserve their wealth and pass their assets to the next generation. Listen to Kay Properties Senior Vice Presidents' Steve Madden and Matt McFarland describe how Delaware Statutory Trusts can be used as an effective tool for tax deferral purposes, the ability to enter a passive investment structure, and a powerful estate planning tool because of the "Stepped Up Basis" concept.

Register for FREE access to the Kay Properties Marketplace of Delaware Statutory Trust listings here: https://www.kpi1031.com/marketplace/

To learn more about Delaware Statutory Trusts here: https://www.kpi1031.com/resources/

All DST properties shown are regulation D Rule 506(c) offerings and are subject to availability. DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million exclusive of primary residence, and/or possessing an annual income of over $200,000, or $300,000 with a spouse and expects the same or greater for the current year) and accredited entities (generally described as an entity owned entirely by accredited investors and/or owning investments in excess of $5 million). Please check with a qualified CPA or attorney to determine if you are accredited. There is no guarantee the offerings shown will be available for purchase. Do not consider this material to be tax or legal advice. Please consult your CPA or attorney prior to investing. All real estate and DST properties contain risk. Past performance does not guarantee or indicate the likelihood of future results. Diversification does not guarantee returns and does not protect against loss. Securities offered through FNEX Capital LLC member FINRA, SIPC

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