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.