Tax Deferral With Deferred Sales Trusts with Garrett Griffin

[Brian Alfaro]

Check out the South Texas Multifamily & More Virtual Meetup on Thursday December 17th! We'd love to see you there!

Garrett Griffin is an approved Deferred Sales Trust™ Trustee and believes that private capital remaining under family control does more to serve the needs, goals, values, and objectives of their family, their causes and society as a whole, rather than passing 35-45% in taxes to the government.

He believes you should have a plan for your future when there is so much at stake. That’s why he helps you maximize your family wealth and reduce your risks. In 18 years as a tax and wealth strategies attorney, he’s successfully implemented plans that have resulted in:

* Significantly reduced estate taxes

* Removing highly appreciating assets from the client’s gross estate

* Leveraging taxable assets into tax-free wealth

* Proactively establishing legal barriers between client’s personal assets and potential lawsuits

* Deferring capital gains taxes on the sale of appreciated and complex assets

In addition to acting as a Deferred Sales Trust™ Trustee, Garrett serves clients through his law firm, Legacy Legal and is the Director of Business Strategies + Advanced Planning for Prevail Innovative Wealth Strategies.

After graduating from Cameron High School, he received his B.S. in Business Administration from William Jewell College in 1998. Garrett is a graduate of the University of Missouri – Kansas City School of Law (J.D. 2001 and LL.M. Taxation 2005) and was admitted to the Missouri Bar in 2001 and the Kansas Bar 2006.

Garrett and his wife, Mindi have been married for 18 years and live in the Liberty area. When not watching his sons Gavin and Beckett play sports, Garrett enjoys spending time travelling with family and friends.