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Buying & Selling Real Estate
HomeForumsBuying & Selling Real EstateDeferred Sales Trust documentation
Jerel Ehlert's profile image
Jerel Ehlert's profile image
Jerel Ehlert
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  • Attorney
  • from Austin, TX
  • Member since Sep 23, 2014
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Jerel Ehlert's profile image
Jerel Ehlert's profile image
Jerel Ehlert
Pro Member
  • Attorney
  • from Austin, TX
  • Member since Sep 23, 2014
Connect
Jerel Ehlert
Pro Member
  • Attorney
  • Austin, TX
742
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869
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Buying & Selling Real Estate

Deferred Sales Trust documentation

Jerel Ehlert
Pro Member
  • Attorney
  • Austin, TX
Posted Feb 19 2021, 07:36

Looking for actual documentation involved in a "deferred sales trust" transaction.  I get the basic mechanics.  Looks like the IRS considers it an "intentionally defective grantor trust."  But I have yet to see a copy of the irrevocable trust or a sample installment sale note.

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