How Trusts Can Legally Defer Capital Gains Taxes

If you’re selling a business, highly appreciated real estate, cryptocurrency, or another major asset, capital gains taxes could take a massive portion of your wealth. In this episode, Elliot Omanson and Nathaniel Vossman explain how properly structured trusts may help defer capital gains taxes, improve flexibility, and potentially help you keep more of what you’ve earned. The conversation covers business sales, appreciated real estate, installment sale concepts, constructive receipt, tax timing, and why some high-net-worth families structure liquidity events differently than most people. Before selling a business, property, or other appreciated asset, this is a strategy worth understanding. 📅 Book a time to meet with Elliot: https://savvycal.com/owlfi/elliot