Sterling Capital Gains Solutions: A Strategic Planning Partner for Estate Planning Attorneys

Sterling helps estate planning attorneys deliver even greater impact to high-net-worth clients—especially those preparing to sell a business, real estate, or other appreciated assets.

Using tax-exempt trust strategies under IRC §664 (including implementations you might not have seen) , Sterling helps clients:

  • Avoid capital gains tax when selling an asset
  • Diversify into almost any investments
  • Buy and sell investments without worrying about taxes
  • Compound investments tax deferred indefinitely
  • Defer income taxes
  • Receive flexible, lifetime income for multiple generations
  • Grow assets tax-deferred
  • Secure legacy across generations

Why It Matters to Estate Planners:

  • Enhance your client value—Add new dimensions to old tools to bring powerful, tax-efficient strategies to your planning toolkit that maximizes what clients can pass on to heirs
  • Solve pre-sale planning issues—Sterling works especially well when introduced well before a business or asset is sold

You build the long-term plan. We help maximize the value that flows through it—and reward you for making the connection.

Together, we don’t just plan for the future. We protect it.

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