Drew and Christine Morgan

RE/MAX Star Properties

650 464 7654

Drew & Christine Morgan are currently employed as agents with RE/MAX® Star-Carlmont in Belmont,California and work extensively in the nine bay area county regions with a focus on peninsula properties. Combined they have well over 50 years of real estate related experience; from
Christine’s extensive background as escrow coordinator, to appraiser, to real estate sales–and Drew’s bay area real estate sales record dating back to 1991, Drew & Christine Morgan have the experience you need.

Drew Morgan is also the Manager of the Belmont office and Notary Public. Drew and Christine were achieved the Chairman’s Club level award since 2013–one of the few teams to achieve this level in the Pacific Region and one of the highest sales level award bestowed upon RE/MAX agents.

Growing up in Foster City, Drew has remained loyal to the bay area–attending Foster City elementary and middle schools, San Mateo High, College of San Mateo and finally San Francisco State University. Having lived in many of the cities he now services has honed his keen awareness of the different cities’ attributes–from resale value to schools, recreation, parks and local business.

Christine is originally from Ohio where she attended Kent State University and first received her Real Estate license in 1980. Having moved to Marin in 1982, she continued her interest in Real
Estate as Escrow Coordinator, Appraiser and obtained her California Real Estate license in 1994. Christine’s diligence in escrow handling and detailed approach to business ensures you’re in the best of hands when closing escrow on your purchase.

Drew and Christine purchased their first home in Belmont in 1995 and enjoy working with their well established client base, loyal friends and family.

A word from Drew & Christine…

Our business philosophy is simple, yet fluid. It is a result of our many years of experience with people and business; therefore, it is also constantly being enhanced by our continual learning
experiences.

We believe that in order to do our best we must perform at the highest level of client satisfaction and concentrate on each individual transaction. Our rewards are successful transactions, a growing client base, referrals, and personal satisfaction for a job well done.

We measure our personal success in terms of providing a valuable service to our clients and being able to do a job we love to do. Our goals include a long career of helping people realize their
dreams. In order to achieve this we realize that we must provide a heightened level of service in order to distinguish ourselves from other agents. Our continued success is reliant upon future
referrals, and we feel that our actions and philosophies will enable us to continue achieving these goals.

Those of us who own businesses, corporations, and commercial or residential investment real estate assets are often reluctant to sell because of capital gains taxes associated with the sale. But what choice do we have other than a property exchange directed by a Qualified Intermediary? Is there another way to deal with the capital gains taxes that so many investors experience when they sell their assets? The answer may lie in the Deferred Sales Trust.

For a FREE tax savings analysis, please complete the form below. A member of Estate Planning Team will contact you to discuss the results and answer any questions you may have.

Request for Analysis

Upon completion of this questionnaire, Estate Planning Team will analyze the information and will follow up with you to discuss potential next steps. We’ll be happy to provide a free illustration that clarifies the tax-deferral benefits that the Deferred Sales Trust can provide for your specific transaction.

Estate Planning Team is committed to protecting your privacy and will never share your information with anyone except those directly involved in preparing your personal tax-saving illustration. Thank you for giving us the opportunity to help you defer capital gains. If you have any questions at all, please don’t hesitate to call us. We’re always here to help.

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Step 1

Name*

Age*

Marital Status*

Spouse's Name*

Spouse's Age*

Primary Phone (MUST be seller's #)*

Cell Phone

Email Address (MUST be seller's email)*

Step 3

Type of asset to sell*

Name/Description of asset being sold*

Additional asset/transaction information

How many years have you owned the asset?*

If less than a year, use a decimal.

Sale structure*

How is the asset owned?*

EXACT name of entity that owns asset*

Include LLC or Inc.

Your ownership share percentage*

Would other owners be interested in learning more about the DST?

Yes

State asset is located in*

Status of asset sale*

Expected gross asset sale price*

Debt to be repaid at closing

Expected selling expenses

Cost basis

Original purchase price + improvements.

Amount of straight line depreciation taken, if applicable

Sect 1250 depreciation, not deferring depreciation in excess of straight line.

Cash retained by seller at closing*

Expected excess depreciation recapture on sale of personal property/equipment (section 1245 property), if applicable/known

Estimated closing date*

Selling a highly appreciated asset?

Discover how you can defer capital gains and depreciation recapture taxes through the Deferred Sales Trust, an alternate to a 1031 Exchange that can protect your estate.