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Updated almost 3 years ago on . Most recent reply

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Jerel Ehlert
  • Attorney
  • Austin, TX
759
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888
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Deferred Sales Trust documentation

Jerel Ehlert
  • Attorney
  • Austin, TX
Posted

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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