8 Steps Of Deferred Sales Trust

[Brett P Swarts]

Deferred Sales Trusts are not a recent invention. In fact, they are over 24+ years old (the IRS Section tax code known as IRC 453 predates from 1920's and is known as a, "seller carry back" or "owner financing." ) The simple principles of the deferred sales trust are from this original IRC 453 tax code and are the foundation we still use today. In fact, with the 14 successful IRS audits conducted and completed for the thousands of deferred sales trusts closed it’s important to understand where we come from, so you can feel secure about where you will stand if you move forward.


Here are the 8 Simple Steps of Deferred Sales Trust:

1. Planning & Preparing to sell your real estate, business, or other highly appreciated assets.

2. Provide the Deal Specifics to give a detailed overview of the key figures for your asset sale.

3. Conference call with all parties to discuss the Deferred Sales Trust.

4. Connecting the Deal with your Deferred Sales Trust.

5. Connect with Financial Advisor Envision & Create Your Wealth Plan.

6. Prepare to close [High level of communication between all parties]

7. Documentation and Opening of Accounts

8. Trust Closing

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