8-Overview of Deferred Sales Trust

Deferred Sales Trust Overview 

 

The Estate Planning Team

The Estate Planning Team Estate Planning Team (EPT) is a membership group of legal and financial service professionals dedicated to helping professionals just like you preserve their client’s wealth and protect their estates. Our company offers a unique mix of expertise in tax law and asset management to help our members develop strategies aimed at deferring taxes and growing client’s portfolios, while minimizing risk. Estate Planning Team provides exclusive access to market our proprietary capital gains tax deferral strategy, the Deferred Sales Trust™.

 

For more information download this PDF document called "A Way Out" and

this document with different scenarios using a Deferred Sales Trust. 

Areas We Cover