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IST 360
Providing tax, estate planning and financial benefits from sales of highly appreciated assets.

Are You Selling a Highly Appreciated Asset and Seeking to Reduce Taxes?

Do you want to maximize your profit on the sale of that asset? An IST provides a flexible and powerful planning tool to defer the taxation of a highly appreciated sale of real property, other assets, or a business enterprise via an Installment Sales Trust.
IST 360 benefits

Benefits

  • Investment Diversification
  • Estate & Tax Planning
  • Reduce Capital Gains Tax Rate
  • Asset Protection

What is Eligible

Installment Sales Trust Formed Under Section 453

Just like a §401k plan, a §453 Installment Sales Trust (IST) is a tax qualified method that allows for the sale of an appreciated asset into a §453 trust and receive numerous financial and estate planning benefits including the deferral of taxation on capital gains.
Learn more about IST 360 – download guide.

Learn More About IST 360

Download

Outcome & Benefits

Outcome & Benefits Case Example chart
Outcome & Benefits Financial Impact: IST vs. Lump Sum chart
Outcome & Benefits Financial Impact: IST vs. No IST

Summary

ISO Summary After Tax Outcome charts

The Process

ISO - The process steps 1 through 7

Just Like a 401K

IST defers your tax liability and allows you pretax compounded growth.

How It Works

ISO - How it works: Step 1 of 7
ISO - How it works: Step 2 of 7
ISO - How it works: Step 3 of 7
ISO - How it works: Step 4 of 7
ISO - How it works: Step 5 of 7
ISO - How it works: Step 6 of 7
ISO - How it works: Step 7 of 7

Additional Services

Learn More About IST 360

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Eastern Point Trust has become the fastest growing trust company in the United States through the administration of trusts related to some of the most recognized cases in recent history.
Corporate Vision’s Small Business Awards Winner
Corporate Vision’s Small Business Awards 2020
Best Trust Company & Custodian - (USA)
Most Innovative QSF Solution: QSF360™ (USA)
Recognizable Trusts Administered by EPTC
EPTC has handled all or a portion of the below trusts. A comprehensive list of notable trusts can be provided upon request.
BP

BP OIL SPILL/
DEEPWATER HORIZON

Garuda Indonesia logo

INDONESIA JETCRASH FLIGHT 152

Air Philippines logo

AIR PHILIPPINES FLIGHT 531

VW GROUP OF AMERICA INC SETTLEMENT (DIESEL CASE)

VW GROUP OF AMERICA INC SETTLEMENT (DIESEL CASE)

Asbestos lung image

ASBESTOS
(MESOTHELIOMA)

Madoff International logo

MADOFF INTERNATIONAL RECOVERY FUND

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