Up to 33% More Income!

The Installment Sale Trust

See How an IST can Change Your Life

Step 1 of 2:

Get a Free, Custom IST Report for Your Business

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Step 2 of 2:

Get a Free, Custom IST Report for Your Business Sale

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See if the Installment Sale Trust is right for your business

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What is an Installment Sale Trust?

A LEGAL way to get capital gains tax relief by selling your business or property through a specialty trust

If you are looking to sell your business or property because

You don't want to deal with the business anymore

You want a steady stream of income, or more income

You're ready to retire and need to replace your income

Then the Installment Sale Trust is for You!

What are the Benefits of an Installment Sale Trust?

No Capital Gains Tax Due

Steady Income

Rid of Business Owner Stress

How does an Installment Sale Trust Work?

3 Simple Steps

Step 1

The buyer and seller agree to terms and conditions, which then opens to escrow

Step 2

Once in escrow, the business or property is transferred from the seller to the IST

Step 3

At the close of escrow, the buyer pays the trust for the business or property assets and the asset is then transferred to the buyer.

Now, proceeds for the transactions are in the trust and are β€œtax-deferred.”

Our Team

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Michael Burwick

Attorney

Michael is a published author and peer reviewed subject matter expert, with 28 years in private practice focusing on Tax, Securities & Corporate Law. A graduate of George Washington University and Boston University, and then Georgetown University with Juris Doctor, cum laude, Dean's List Honors, an additional Master of Tax Laws (LL.M.), and a Masters in Securities Law and Financial Regulation. With nearly 30 years of expertise in corporate, tax and securities law, Mr. Burwick specializes in tax deferral, mitigation, and minimization.

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Kevin Brunner

Principal

A Financial Advisor featured in Forbes Magazine, has 15+ years in financial services with a special focus on business owners and real estate investors and 29+ years of business consulting and management experience. He is the host of "The Smart Money Hour" on KABC Radio Los Angeles and is frequently a requested expert on Bloomberg Radio.

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W. Morris Chubb

Trust Administrator

CB Administrative Services, LLC – Principal, W. Morris Chubb, CPA (inactive) and CFO of public, venture backed and private companies for 40+ years. Throughout his career, Morris has been committed to transparency, accountability and integrity. He is also active in the nonprofit space and is board chair of Project WeHOPE, a nonprofit that provides shelter and other needed services to the homeless in East Palo Alto and other locations around Northern California.

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Craig Redler

Trustee

Craig has held positions with several prestigious international law firms, both as an experienced litigator, and later serving as Trustee for off-shore trusts settled by high net-worth clients, with structures throughout various countries in Europe and Asia and the Cook Islands. Craig is an internationally recognized estate planning, tax planning and trust administration attorney.