We're exploring creative ways to provide him with the cash needed for the down payment while avoiding triggering a taxable event.One strategy we're considering is purchasing his future primary residence ourselves, making the mortgage payments, and then, once we've built enough equity—comparable to the appraised value of his rental properties—transferring the title to him as a form of exchange.What are your thoughts on this approach?

Option D: you are considered a "disqualified person" to your IRA and as such are prohibited from engaging in any transaction in an IRA or receiving any benefits from the IRA (directly or indirectly), therefore I strongly suggest you avoid this option if you wish to stay out of trouble. 

But it's not the result of deliberate collusion.

This is a screenshot from a private Facebook group for tax professionals. The person worked for H&R Block, now works for TurboTax Live and is being honest about their skills: NOT QUALIFIED. And this does not even ...

President Trump’s nominee for Treasury Secretary, Scott Bessent, testified that extending the ‘Tax Cuts and Jobs Act’ of 2017 is essential to avoiding economic catastrophe.

My recommendation from experience is to avoid working with Safeguard. 

In his words, this is away around the due on sale clause that you can run into in a sub - to transaction.My question - if the seller puts the property in a trust, will this avoid the potential of a due on sale clause?

I will probably avoid these guys for the moment, as I would hate to have capital tied up in lawsuits.  

This approach ensures realistic pricing and helps avoid unexpected costs later.Good luck!  

I was very relieved when I saw how much I avoided paying just for those two things.