All Forum Posts by: Aaron E.

@Bill Exeter, thanks for your response.

@Dave Foster, thanks for your reply. So, as far as you know, there should be no issue in doing the 1031 exchange today and then moving the new DST investment property into an irrevocable trust (with potentially different taxpayer ID as current owner) within a few months? Thanks again.

Hello 1031 experts, my father has a DST investment previously purchased via a 1031 exchange. He would like to move this investment into an irrevocable trust for estate planning purposes. Would this trigger capital gains? The transfer would be less than 2 years after the 1031 exchange and a broker had told us that there is a 2 year look-back and so the DST investment can't be changed (not sold) to another owner within 2 years without invalidating the original 1031. Others have said that the only look-back to worry about is if the original 1031 exchange was between related parties (it wasn't). Does anyone have any advice here? A) is there any concern moving a 1031 DST ownership into an irrevocable trust within 2 years? and B) are there any other 1031 concerns we should be aware of moving this into an irrevocable trust? Thanks for your help!