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Deferred Sales Trust™ Client Questionnaire

Once I receive your completed property questionnaire, we can determine if the "Deferred Sales Trust™" can be the solution to your capital gains tax liability.

This is a free service. There are no upfront fees or obligations.

* Required Fields

Name

DOB ##/##/####

Spouse Name

Spouse DOB ##/##/####

Home Address Line 1

Home Address Line 2

State

Zipcode

Phone Number

Type of Property

State Property is Located

How Is It Owned?

Status of Property

Married?

If primary residence, have you lived in this property for at least 2 of the 5 years?

Brief description including age & size

What is the fair market value of the property after commissions, fees, etc?

Total amount of loans and/or mortgages to be paid from the sale proceeds?

What is the properties basis (cost plus improvements) before depreciation?

What is the amount of depreciation that has been taken? (if applicable)

What will be your income for the year of the sale, not including property sale?

Any Additional Information you would like to add?

"Jim is an amazing resource for providing an alternative option to a traditional 1031 Exchange. Its called a Deferred Sales Trust and it allows an investor an option to time the market cycles and not be tied to the traditional time constraints of the 1031 Exchange. This also works for owner occupied properties where a 1031 Exchange would not."

"Real Estate has been my career for the last 30 plus years. It has been both rewarding to me as well as my clients. You have brought attention to an important discovery of the IRS Code 453 by which real estate investments do not end up in a "cul-de-sac" for their diligence. We did not look beyond the IRS Code 1031 but thanks to your research and studies it allows my clients to prolong their assets to match their lifestyle."

"Jim cares about his clients, always returning calls promptly, and is an expert in his field. When owners of equity rich real estate are faced with the decision of selling appreciated real estate, downsizing or moving into a more manageable home and at the same time have the ability to defer taxable capital gains, Jim can explain the many options including the benefits of a Deferred Sales Trust (DST) in a digestible manner, quickly analyze whether it is a good solution for his clients and provide a game plan for execution."

"I have had the pleasure of meeting Jim Worley on several occasions. Jim is often invited to Dallas to share his knowledge of alternative tax deferral programs with local Real Estate professionals. I find he has a unique way of putting complex issues into easy to understand language better than anyone I know. I was most impressed with his desire to broaden his knowledge of new alternative programs that can be a tax savings to clients when selling highly appreciated properties or businesses. My recent work with Jim in “Qualified Opportunity Zone” programs is an example of his desire to increase and share his knowledge of these programs for the benefit of others."

"We happily recommend Jim Worley to our La Jolla Friends and neighbours. We found our dream retirement home in Idaho and didn’t know how we could buy it without selling our La Jolla home first. Our long-time friend, Jim Worley, immediately reached out to his vast network of consultants and arranged for interim financing, all within less than two (2) weeks, which allowed us to purchase that new home. Then he introduced us to a to a top agent who took control of the sale of our La Jolla home. This agent quickly arranged for minimalist styling, professional photography, and created our very own property website with an interactive 3-D tour! It was Amazing! Jim and the agent’s expertise in pricing advice and negotiation skills were spot on. The results speak for themselves. The house sold in seven (7) days. The agent’s personal attention, professionalism, and communication of what buyers expect in our price range were keys in getting our home sold so quickly. Jim and the agent’s commitment to quality and timeliness in action really paid off. With the expert marketing of our La Jolla home and the financial guidance we received from Jim Worley throughout the entire process, we would whole-heartedly recommend this full-service team to our friends, neighbors, family and colleagues. Thank you Jim, it was a great pleasure working with you."

"I just want to personally thank you for being such a professional and guiding light in my real estate purchase. I literally could not have done it without your patience and complete professionalism to navigate through my unique situation as I’m sure everyone else has as well. It’s a real treat as a Tennis Director of the Four Seasons Biltmore of Santa Barbara for the last 25 years to meet a fellow pro at what they do. You are forever a part of our family now and if you ever want to share my note to you, feel free to. I would be proud if I can help someone else find you as I know it would be their lucky day too, as it was for me the day you started to represent me. Cheers’ mate and again, thank you for everything."

About Jim Worley

Jim is a Tax Deferral Strategist and a Real Estate Referral Specialist.

JBW Enterprise, Consultation Services for:

Real Estate Development, Sales, Finance & Tax Deferral.

Texas Broker #192879, CA. #01066266 CRD #7216679

Website By Becca W.