Who is EPT

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!



In the News

June 21, 2017

High Demand for Capital Gains Tax Deferral Sparks Growth of 1031 Exchange Alternative

Estate Planning Team, Inc. (“EPT”) is pleased to announce the addition of ten Deferred Sales Trust™ trustees to accommodate the increasingly high demand for Deferred Sales Trusts™ across the United States.

 

June 5, 2017

James C. Czirr is now a Deferred Sales Trust™ (DST) trustee

Estate Planning Team, Inc. (EPT) is pleased to announce that James C. Czirr is now a Deferred Sales Trust™ (DST) trustee. Mr. Czirr is the President of Sterling Pacific NW, LLC, a financial advisory firm in the state of Washington. Jim has an impressive background as an investment banker, a CEO and a financial planner.

  

June 5, 2017

Victor G. Kawana, CPA, CVA is now a Deferred Sales Trust™ (DST) trustee

Estate Planning Team, Inc. (EPT) is pleased to announce that Victor G. Kawana, CPA, CVA is now a Deferred Sales Trust™ (DST) trustee. Mr. Kawana is the principal of Gold Coast Trustee Services, LLC, located in Costa Mesa, CA. He is also the Managing Partner of Kruse Mennillo LLP, and has been with the firm for 37 years.

  

May 31, 2017

Adam Ausloos, MBA, CRPC as a new Deferred Sales Trust™ (DST) trustee

Estate Planning Team, Inc. (EPT) is pleased to announce Adam Ausloos, MBA, CRPC as a new Deferred Sales Trust™ (DST) trustee. He is the Managing Principal of Tax Deferral Trustee Services LLC, located in Franklin, Wisconsin (Defernow.com). Mr. Ausloos is also the Managing Principal of AdviceWorks Wealth Advisors. In addition, Adam brings more than a decade of experience in the banking and lending industry with seven years of management experience at HSBC and CITI.

  

November 17, 2015

Estate Planning Team, Inc., lands with Centaurus Financial ®

The tax deferral and financial services juggernaut, Estate Planning Team, Inc., lands with Centaurus Financial®, one of the fastest growing independent broker/dealers in the country.