DST Advisors | About Us

ABOUT US

DST Advisors, Inc. is an authorized and specially trained corporate trustee for Deferred Sales Trust transactions. Our team has over 75 years of combined experience helping clients pay less tax and deferring taxes to build more wealth and income. We believe in the team approach working with your trusted professionals and our team of trusted and experienced professionals.

As trustees we are responsible for managing and administering the finances and operations of the trust. We safeguard trust assets, provide record keeping for trust income and expenses, make payments to noteholders, file the annual tax return, keep track of other transactions that occur, engage a professional asset manager to manage trust assets and provide reporting to noteholders on all trust assets. Our depth of experience provides objective decision making based on the terms of the trust and the goals of our noteholders.

As part of the Estate Planning Team (EPT) we have access to the best in class legal, tax and investment services. Clients get a team of professionals working to help them achieve their wealth and income goals.

Craig A. Szabo, CPA

Craig A. Szabo is Chief Executive Officer of DST Advisors, Inc. Craig has been a licensed CPA since 1976 and is Managing Partner of Szabo Accountancy Corporation, a professional firm located in Calabasas, California providing tax services, business management, accounting, and consulting services. Craig has practiced accounting for over 40 years and has extensive experience in many industries. He has negotiated and resolved many complex business and tax matters for clients and has been an expert witness in litigation matters. Craig is a member of the American Institute of Certified Public Accountants and the California State Society of Certified Public Accountants. Craig has served on the board of directors of several charities over his career and is currently serving as Treasurer of The Giving Back Fund. Craig grew up in Southern California and has lived in Calabasas, California for the past 23 years. Craig has three grown children and five grandchildren.

Ben N. Levine

Ben N. Levine is President and Chief Operating Officer of DST Advisors, Inc. Ben is also a Partner at First Financial Resources, LLC, and Chief Executive Officer of Noble Wealth & Insurance Services. He is a licensed insurance professional and financial advisor serving clients and their advisors for over 30 years with financial protection and tax deferral strategies. His clients are successful, hardworking families, business owners and professionals looking for help and strategies to build and preserve their wealth. Ben works with clients and their advisors - CPA’s, attorney’s, business brokers, residential and commercial real estate agents, bringing them proven, time-tested solutions. Retirement is about cash flow and the Deferred Sales Trust helps clients retain more of their wealth. This gives clients the opportunity to build more wealth and receive more income. Ben has served on the board of directors for several charities over his career and is currently on the Advisory Board of WCCM in Southern California. He has served on the St. Jude’s Parish Council and has been teaching meditation for over 25 years. Ben grew up in Southern California and has lived in Westlake Village, CA for the past 20 years. Ben and his wife Anita have a son in college. Ben is also a member of Provisors, a professional networking group.