Breaking the Luxury Real Estate Cap Gains Tax Challenge with Julia DeLorme
Capital Gains Tax Solutions Podcast · Brett Swarts
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Show Notes
Julia DeLorme is one of the top luxury real estate agents. She was recently at the top 1% of Southern Beach Agents nationwide. She sold over $85 million dollars in luxury real estate in Hollywood Hills.
At a young age, she visits construction sites with her father who is a Hotel Developer. Julia has a well-rounded approach to buying and selling real estate. She found her way from advertising into 1031 exchanges, and then into residential real estate and she's been selling residential real estate for 7 years. She worked at Sotheby's and now with Douglas Elliman who is working with the Altman Brothers, one of the world-class top real estate brokerage firms in the world. She has a great hands-on approach with her clients to finding value and making sense of real estate.
In our conversation, we discussed:
- Illustration of how Deferred Sales Trust works
- Who is the trustee to the trust and who's helping facilitate that?
- Restrictions of Deferred Sales Trust
- Frequently asked question on Deferred Sales Trust
Connect with Julia DeLorme:
Website: juliadelorme.com
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