Trusts
Learn how revocable trusts, irrevocable trusts, grantor trusts, and other trust structures may affect 1031 exchange eligibility and ownership.
Gifting a DST Interest to an Irrevocable Trust
A practitioner guide to trust classification, gift valuation, basis, passive losses, financing, and transfer procedures for lifetime gifts of DST interests.
1031 Exchanges and Irrevocable Trusts
Learn how an irrevocable trust can preserve taxpayer identity, document trustee authority, manage beneficiary changes, and receive or distribute 1031 replacement property.
Can a Trust Complete a 1031 Exchange?
Understand how trust tax classification affects 1031 exchanges, taxpayer identity, title changes, death during an exchange, and ownership of DST interests.
