Drew and Christine Morgan

BROKER OWNERS

MORGANHOMES

650-464-7654

Drew & Christine Morgan are the proud founding owners of MORGANHOMES, Inc. since 2016, and are concurrently aligned with RE/MAX GOLD, the world’s largest RE/MAX franchise. Serving the Bay Area with a special focus on mid-peninsula properties, they bring an unparalleled wealth of experience to the table.

With over 60 years of combined real estate expertise, Christine’s extensive background spans from escrow coordination to appraisal and sales, while Drew is theBroker of Record and has been a prominent figure in Bay Area real estate since 1991. When you choose Drew & Christine Morgan, you’re choosing the experience and dedication you need for all your real estate endeavors.

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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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.