Who is EPT

Estate Planning Team (EPT) is a membership organization comprised 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™.

With over 20 years in business, Estate Planning Team is the founder and creator of the Deferred Sales Trust™ and the ONLY firm that has been fully reviewed by the IRS.

Why Join the Estate Planning Team?

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?

The American Bankers Association estimates that over the next 20 years approximately $17 trillion dollars will exchange hands as one generation hands over its wealth to another.


How do you tap into this wealth transfer?

Much of this wealth transfer will be highly appreciated real estate which creates capital gains tax exposure when sold. How do you turn this challenge into an opportunity?

The Estate Planning Team (EPT), is a membership organization with a turn-key marketing plan and the support of tax and legal professionals to help you tap into this wealth transfer by providing your clients with capital gains tax and estate planning (probate avoidance) solutions.

When you join Estate Planning Team you can offer your clients the Deferred Sales Trust™ (DST), a strategy to defer capital gains tax on the sale of highly appreciated property. With additional planning the DST can reduce or eliminate estate tax (death tax).

The ability to defer capital gains taxes over an extended period of time is an obvious benefit to your client, but how does it increase your personal business income?

All members of EPT receive their own personalized lead generation website(s), a turn-key marketing plan with step-by-step instructions on how to earn valuable referral business, a guide to conducting effective seminars and how to fill your seminars with high net worth individuals.

To view a short presentation on what the Estate Planning Team offers for your specific profession click on the links above to the right.

To learn more about the mechanics of the Deferred Sales Trust™ and how the DST can increase your business income sign up for a free webinar.

Join now and start growing your business today!



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