Real Estate Shelter Trusts

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R.E.S.T. Assured.

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Sound Wealth has collaborated with Hugh Winskill, an experienced commercial real estate broker, and Sterling Foundation Management (“Sterling”) to offer a solution known as a Real Estate Shelter Trust, (“R.E.S.T.”), a strategy once reserved exclusively for the ultra-wealthy.

 

Through this collaboration, families with appreciated commercial real estate may be able to increase their net-spendable income as compared to a traditional property sale.

 

Historically, a R.E.S.T. was too complex and costly for the average millionaire to access. Sterling, which developed this solution for billionaire clients, now makes it available at scale for individuals and families.
 
This strategy demands specialized expertise.  Within our collaboration, Sterling provides the trust establishment and administration, Hugh Winskill manages the real estate transaction and Sound Wealth provides investment management. This team possesses deep expertise to maximize the R.E.S.T.’s benefits for our clients. 

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Contact us today.

 

What Is a Real Estate Shelter Trust (R.E.S.T.)?

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A R.E.S.T. is a tax-exempt structure that allows property owners to:

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• Defer Capital Gains Taxes: Contributions of appreciated real estate to the trust are tax-free, enabling immediate tax savings.

• Achieve Portfolio Diversification: Proceeds from the sale of trust-held real estate are reinvested into a diversified portfolio.

• Generate Income: The trust provides beneficiaries with a predictable income stream, typically 5% annually of the trust’s value.

• Build a Charitable Legacy: Upon the trust’s termination, the remaining assets can be directed to the charity of your choice.​

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Key Benefits of a Real Estate Shelter Trust (R.E.S.T.)

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1. Tax Efficiency: Avoid capital gains taxes on the sale of appreciated property, maximizing reinvestment potential.

2. Customizable Income Streams: Beneficiaries receive consistent payouts while assets grow tax-free within the trust.

3. Multi-Generational Planning: Trusts can provide financial security for children and grandchildren, lasting as long as 50 to 60 years.

4. Asset Protection: Built-in spendthrift provisions safeguard trust assets from creditors.

5. Professional Oversight: Trusts are professionally managed for compliance and investment optimization.

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How We Facilitate Real Estate Shelter Trusts (R.E.S.T.)

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Here's how we work together:

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• Hugh Winskill: Facilitates the real estate sale process, ensuring a seamless transition of assets into the trust.

• Sound Wealth Partners: Oversees the reinvestment and management of trust-held assets, aligning investments with your financial goals.

• Sterling Foundation Management: Drafts and establishes the Trust documents and serves as the trustee, managing compliance, tax reporting, and ensuring the trust adheres to its intended purpose. For more details, visit www.sterlingfoundations.com.

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Is a Real Estate Shelter Trust Right for You?

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This solution is ideal for property owners who:

• Want to diversify away from concentrated real estate holdings

• Desire a tax-free sale

• Create multigenerational income stream

• Are interested in creating a lasting charitable impact

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Take the Next Step

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​Contact us today at rest@soundwp.com to schedule a consultation and explore how a Real Estate Shelter Trust can benefit you and your family. You can also book directly onto our calendar: https://calendly.com/resheltertrust for your free 15-minute consultation!

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Contact Information:
Hugh Winskill | Outside Real Estate Officer

Phone: 206.330.1794
Email: hwinskill@re-associates.com

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Andrew Finnigan | Partner, Sound Wealth Partners

Phone: 253.260.3297​

Email: rest@soundwp.com​