How to Pass Down Real Estate Wealth Without the Tax Burden

Poised for Exit

In this episode of Poised for Exit, we sit down with Nolan Gaffney, and Yan Arsenault, of Trust Point Inc., to explore real estate strategies that can transform how business owners and families protect their wealth. With trillions of dollars in real estate expected to pass from one generation to the next, the conversation couldn’t be more timely.

Nolan and Yan walk us through approaches that allow owners to transition away from the burdens of managing property while still enjoying the benefits of real estate ownership. They share how tools like Delaware Statutory Trusts and 721 exchanges can create a smoother handoff to heirs, eliminate day-to-day management headaches, and defer significant tax obligations. Along the way, they illustrate how these strategies are helping families reduce risk, diversify their holdings, and plan with confidence for the future.

Hearing how these strategies have played out for real families adds an important layer to the conversation. From clients eager to step away from the hassle of tenants and repairs to those focused on leaving a smoother path for their kids, the stories are relatable and eye-opening. Nolan and Yan strip away the complexity and show that with the right help, these options are available to more people than you might expect.

If you’ve ever wondered how to move from active landlord responsibilities to passive real estate investing, or how to prepare your family to inherit wealth instead of stress, this episode is for you!

Connect with Nolan here or email [email protected]
Connect with Yan here or email [email protected]
Learn more about Trust Point Inc. here
Learn more about Delaware Statutory Trusts (DSTs) here

Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor