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What Are the Fiduciary Duties Involved with Delaware Statutory Trust (DST) Investment?

What Are the Fiduciary Duties Involved with Delaware Statutory Trust (DST) Investment?

Within the Delaware Statutory Trust structure, there are typically two participants: trustees and beneficiaries. The DST offers management and ownership flexibility, but there are certain duties and obligations that must be fulfilled by each party.

Aug 4, 2021

What Is a Delaware Statutory Trust (DST) Certificate of Cancellation and How Does it Work?

What is a Delaware Statutory Trust (DST) Certificate of Cancellation and How Does it Work?

A DST certificate of cancellation is a normal process of dissolving a DST. This is not something DST investors need to worry about. The sponsor or management will take care of the dissolution mechanics. But as a DST investor, it is still worth knowing what goes on when a DST is dissolved, which we'll find in this article.

Jul 16, 2021

Estate Planning 101: Delaware Statutory Trusts and Common Law Trusts

Estate Planning 101: Delaware Statutory Trusts and Common Law Trusts

High-net-worth individuals have many different options when it comes to preserving their financial legacy and distributing wealth to their beneficiaries.

Jul 15, 2021

Is a Delaware Statutory Trust (DST) a Security?

Is a Delaware Statutory Trust (DST) a Security?

Delaware Statutory Trusts (DSTs) are complex financial investments that can provide individuals with access to ownership of commercial real estate properties that they would not be able to own on their own. Some DSTs own properties similar to those held by large institutional investors like pension funds, REITs, and insurance companies. DSTs are considered securities and are subject to regulation as such.

Jul 1, 2021

What is a Disregarded Entity in a Delaware Statutory Trust (DST)?

What is a Disregarded Entity in a Delaware Statutory Trust (DST)?

A disregarded entity may sound like a complex term, but if you're familiar with pass-through entities, you're already familiar with disregarded entities. There's a little more to know about a disregarded entity, though, which is what we'll go over in this article.

Jun 29, 2021

What Is a Delaware Statutory Trust (DST) Sponsor?

What is a Delaware Statutory Trust (DST) Sponsor?

A DST, or Delaware Statutory Trust, is a trust created under Delaware state law that owns property (the trust, the investors, and the properties can all be located outside of Delaware). A DST often provides individual investors with access to properties they may not be able to obtain individually. The DST Sponsor is the individual or company that creates the trust to hold the assets and takes care of the issuance of the shares to investors.

Jun 23, 2021

How an Attorney Helps with the Delaware Statutory Trust Investing Process

How an Attorney Helps with the Delaware Statutory Trust Investing Process

Investors seeking to defer capital gains taxes on the sale of commercial real estate often purchase shares of Delaware Statutory Trusts (DSTs) to complete 1031 exchanges.

Jun 23, 2021

What is the Annual Fee of a Delaware Statutory Trust (DST)?

What is the Annual Fee of a DST?

Investors who purchase interests in Delaware Statutory Trusts receive fractional shares of pre-packaged investments they likely wouldn’t be able to access as solo investors.

Jun 18, 2021

What are the Laws Around Delaware Statutory Trusts?

What are the Laws Around Delaware Statutory Trusts?

The state of Delaware is a nationally recognized leader in statutory trusts due to legislation that overrides the principles of common law trusts. The popularity of Delaware Statutory Trusts, or DSTs, has grown in popularity since the state in 1988 adopted the Delaware Statutory Trust Act.

Apr 21, 2021

The Potential Pitfalls of Self-Sponsored Delaware Statutory Trusts

The Potential Pitfalls of Self-Sponsored Delaware Statutory Trusts

A Delaware Statutory Trust may be an option for those who are looking to 1031 exchange from direct real estate into a passive investment. DSTs don’t come with all of the management hassles that direct real estate has. The main reason for this difference is the DST sponsor, which also manages the properties. In this article, we’ll discuss why it’s important to know your sponsor and what to look for in a sponsor when investing in a DST.

Feb 23, 2021

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