The Deferred Sales Trust™ is an exclusive tax deferral strategy that is only available through the Estate Planning Team and its members. 

In today's challenging and competitive market place, professionals are looking for innovative ways to earn business. How do you prospect for new clients and earn new business from your existing clients? How do you set yourself apart from the competition and position yourself as the knowledgeable professional in your industry?

Estate Planning Team is a membership organization with a network of experienced professionals who offer the Deferred Sales Trust™. These professionals include financial advisors, insurance and real estate professionals, business brokers, attorneys, CPA’s, Qualified Intermediaries, and other professional partners.  Estate Planning Team’s organization stretches throughout the United States, providing significant capital gains tax deferral via the Deferred Sales Trust™, a flexible 1031 Exchange alternative. 

The Deferred Sales Trust™ is offered exclusively by Estate Planning Team members along with experienced and specialized tax attorneys.  These tax attorneys have unique expertise at structuring transactions in this manner for sellers of highly appreciated real estate, businesses or other highly appreciated assets, who wish to defer their capital gains taxes. The DST can defer capital gains taxes on the sale of almost any type of highly appreciated asset including: businesses & professional practices, commercial real estate, investment properties, high end primary residences, major stock positions, and very valuable artwork and collectibles, among other things.

With membership, we provide the marketing tools to grow your business using the DST. 

If you’re interested in joining the Estate Planning Team & want to market the Deferred Sales Trust™, go to www.myept.com and click JOIN NOW! For more information, email info@myept.com or call us at 760-779-5339! 

Commercial Real Estate

Insurance

Legal

Estate Planning Team

Estate Planning Team's headquarters in Indian Wells, CA, United States

Robert Binkele

Mike Boden

This department focuses on strategies and solutions related to capital gains, including deferral and mitigation techniques.

Capital Gains Management

This department focuses on assisting clients with strategies for managing and distributing their assets according to their wishes.

Estate Planning

This department specializes in providing guidance on tax deferral and mitigation strategies.

Tax Advisory

This department focuses on developing and implementing strategies for tax reduction and optimization.

Tax Strategy Division

This department oversees the planning, execution, and optimization of day-to-day operational processes.

Operations Management

This department focuses on analyzing and managing tax-related matters to ensure compliance and minimize liabilities.

Estate Planning Team

Org chart

Teams

Capital Gains Management

Estate Planning

Tax Advisory

Tax Strategy Division

Operations Management

Tax Services

Offices

Estate Planning Team

Org chart

Teams

Capital Gains Management

Estate Planning

Tax Advisory

Tax Strategy Division

Operations Management

Tax Services

Offices

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