Real Estate Professionals

HOW CAN YOU LIST AND SELL MORE HIGHLY APPRECIATED REAL PROPERTY AND POTENTIALLY EARN REOCCURRING SOLICITOR FEES IN ADDITION TO YOUR REAL ESTATE COMMISSIONS?

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By introducing property owners to the
Deferred Sales Trust™

The Deferred Sales Trust™ (DST), is a strategy to defer capital gains tax on the sale of highly appreciated residential, investment or commercial real estate or the sale of a business. The DST is an attractive alternative to a 1031 exchange when a client wants or needs to cash out of real estate or cannot find a replacement property for the1031 exchange.

In today's market place, real estate professionals are looking for ways to set themselves apart from the competition and earn more business. By offering the DST as a tax efficient method for property owners to sell their highly appreciated property, you can earn more listings, sales and, if your resident state allows, earn reoccurring solicitor fees from the investment of the DST assets.

When a DST closes, the proceeds from the sale of a highly appreciated asset (real estate or a business) must be expertly invested.  By using the DST, not only can you earn substantial real estate commissions by attracting clients with highly appreciated property, but as a member of the Estate Planning Team you may be able to receive a continuing stream of solicitor fee income in addition to your real estate commissions.*  This fee is paid each year that the assets are managed within the DST by the selected investment advisor. Imagine the growth to your business income!

You need no additional licensing to offer the Deferred Sales Trust™ to your clients.  As a member of The Estate Planning Team you will have the tax and legal support to answer your clients' questions and create the necessary documents to implement the DST.

When you join EPT you will have your own personalized Deferred Sales Trust™ and 1031 Exchange websites to generate leads and begin the selling cycle. By marketing capital gains tax deferral you can earn more business in this challenging and competitive market.

What does my Estate Planning Team membership include:

  • A comprehensive marketing plan

  • Personalized lead generation websites

  • Web based tracking system

  • Customized Marketing Materials

  • Client PowerPoint presentations

  • Seminar tool kit

  • The support of tax and estate planning experts 

  • Weekly training webinars

    Join now and start growing your business today!

*Certain licensed professionals may be eligible to receive solicitor's fees depending if their resident state allows. Please contact EPT for more information pertaining to whether you are eligible to participate in the EPT Partner's Program.