Contact Us

The Estate Planning Team
can be reached
Monday through Friday 8am to 5pm PST
at 760-779-5339
or toll free at 866-779-5339

info@myept.com

Testimonials

United Planners

This is the best asset gathering tool I have ever come across. ...more

Jim Tausz, RIA & Securities Advisor

Jason Hawke, Securities Broker

The EPT Marketing system has positively changed the way I solicit for new clients and has given me an entirely different market niche and allows me to develop partnerships with new allies in the financial world... more

Jason S. Hawke

Current Press Releases

« NEWER ARCHIVES

↑ CURRENT HEADLINES ↑ »

May 6, 2009
IRS PRIVATE LETTER RULING VALIDATES BENEFITS OF DEFERRED SALES TRUST™

August 10, 2009
Estate Planning Team Announces Hocking Denton Palmquist, a 50 Year Old CPA Firm, Has Endorsed the Deferred Sales Trust™ as a Tax Code Compliant Solution for Capital Gains Tax Deferral

September 18, 2009
Credit Line from Franklin Templeton Bank & Trust Allows Deferred Sales Trust™ Clients Who Sell Appreciated Property an Option to Reinvest without a 1031 Exchange

September 22, 2009
Lanahan & Reilley, LLP, 'Best Law Firm of 2008,' Joins Estate Planning Team to Offer Clients Deferred Sales Trust

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