Estate Planning Team (EPT) is a membership organization of legal and financial service professionals dedicated to helping you preserve your wealth and protect your estate. Their company offers a unique mix of expertise in tax law and asset management to help their members develop strategies aimed at deferring taxes and growing client’s portfolios, while minimizing risk. The Estate Planning Team provides exclusive access to their proprietary capital gains tax deferral strategy, the Deferred Sales Trust™.
With over 20 years in business, the 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.