537 Installment Sale Trust
Intermediary Services | Management & Trustee Services
Protecting your financial future with transparency, accountability, and integrity. Clients maintain full control of their assets and can view their portfolio at any time.
Tax Deferral
Defer capital gains through a secured promissory note
Full Transparency
View your portfolio and trust documents at any time
1031 Alternative
No replacement property or tight deadlines required
How the 537 Trust Works
Sell to the Trust
Your asset is sold to a specially designed trust at fair market value in exchange for a secured promissory note. Proceeds go to the trust, not your personal account.
Defer Capital Gains
Because the sale is structured as an installment sale under IRS Code 453, capital gains taxes are deferred. You're only taxed when principal is withdrawn.
Receive Payments
The trust provides immediate liquidity through its revocable structure. Receive steady payments while maintaining full visibility into your portfolio.
Who Can Benefit?
The 537 Installment Sale Trust helps owners of appreciated assets defer capital gains taxes while maintaining control and transparency.
Investment Property Owners
An excellent 1031 alternative acting as a safety net. Exit the industry without paying capital gains tax on growth or depreciation recapture.
Learn More →Residential Property Owners
For homeowners with significant appreciation, especially married couples who may exceed the $500K threshold. Defer the taxable portion.
Learn More →Business Owners
Seeking business exits with reliable income? Avoid substantial capital gains tax and receive steady payments through an installment sale trust.
Learn More →Our Commitment
Accountability
Independent trustee involvement ensures proper fiduciary oversight.
Integrity
Existed since the 1970s. Proven, compliant, and trusted by high-net-worth clients.
Ready to Protect Your Financial Future?
Schedule a free consultation to discuss your specific situation and learn how the 537 Installment Sale Trust can work for you.
Important Disclosure
This information is provided for general educational and informational purposes only. It is not intended to be specific investment, tax, or legal advice and should not be relied upon as such.
Rates and terms are subject to change. Past performance is not indicative of future results. IST Admin Services and its affiliates do not provide tax or legal advice. Not tax, legal, or investment advice.