[WSBAPT] Referral for Attorney to Set Up Deferred Sales Trust

[Natalie Kuehler]

Hello all,

I have a client in need of an attorney with experience in setting up an irrevocable Deferred Sales Trust for a real property sale under Section 453 of the IRC. I understand that this is a mechanism by which capital gains taxes can be deferred if real property is sold in an insolvent sale and proceeds are distributed to a trust with an independent trustee, and then disbursed to the beneficiary (i.e. the original seller) over time. Capital gains taxes then accrue only at the time of distribution of any portion of the trust corpus.

I’d appreciate any and all referrals!

Thank you,
Natalie



Natalie N. Kuehler
KUEHLER & GRIM PLLC
PO Box 3059 – 1112 State Route 20
Winthrop, WA 98862
o: (509) 996-2832 x1 – c (509) 557-5769
www.kuehlergrim.com<http://www.kuehlergrim.com>

CONFIDENTIALITY STATEMENT: This message contains information that may be confidential and protected by the attorney-client privilege. If you received this message in error, please notify the sender immediately and delete the message.

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210805/712a29e7/attachment.html>