Two Women and Man Wearing Aprons, With a Customer in a Blue Dress in Front of Pots of Food.

Installment Sale to an Irrevocable Trust

Installment Sale Installment Sale to an Irrevocable Trust – This strategy is similar to the intrafamily sale. However, the income-producing assets are sold to an existing irrevocable trust instead of directly to a family member. In addition to selling the assets, the donor also seeds the irrevocable trust with assets worth at least 10 percent…