Jordan E. Kanter, JD is a respected authority on tax deferral strategies, and is one of the few experts in the country on both 1031 Exchanges and Deferred Sales Trusts. He has been a trusted fiduciary to high net worth clients for over twenty five years, with extensive experience as an attorney, qualified intermediary, trustee and, formerly, a securities and insurance advisor. His breadth of experience in these relevant fields, as well as his reputation as a highly ethical and meticulous practitioner, make him exceptionally well qualified to perform the functions of DST Trustee. Furthermore, Victory Financial Services, LLC for which Mr. Kanter is President and Managing Member, is domiciled in Florida, which can provide significant tax benefits to certain DST clients throughout the country.
Mr. Kanter has presided over thousands of tax deferred transactions. He began participating in 1031 Exchanges as an attorney on behalf of his numerous real estate clients in the Northeast. His resulting expertise and exemplary reputation then led to his recruitment as a full-time exchange accommodator with a major title insurance conglomerate, at which time he also began lecturing regularly for the benefit of real estate, tax and financial professionals. The outstanding reputation that Mr. Kanter earned led to his recruitment and appointment as Vice President of a Fortune 500 Company where he also served in the prestigious role of National Key Accounts Manager. As part of his duties, he ran one of the largest tax deferred exchange operations in the country.
In 2009, Mr. Kanter became interested in the Deferred Sales Trust as a complementary tax deferral strategy to the 1031 Exchange and, since that time, he has been instrumental in educating taxpayers and legal, tax and financial professionals throughout the country on the use of The Deferred Sales Trust as an alternative and/or complement to the IRC 1031 Exchange and other tax-deferral and estate planning strategies. Mr. Kanter currently serves as National Director of Development and Senior Case Manager for Estate Planning Team, Inc., based in Indian Wells California, and as President and Managing Member of Victory Financial Services LLC, which provides secure and experienced trustee services for taxpayers utilizing Deferred Sales Trusts, throughout the country.
Mr. Kanter received a Bachelor of Arts degree from Wesleyan University in Connecticut, in 1986 and a juris doctor, cum laude, from the University of San Francisco in 1990. He is an inactive member in good standing of the State Bars of New York and Colorado. Mr. Kanter also previously served as an adjunct professor of Business Management Ethics at Mount St. Mary School of Business, in Newburgh, New York.