Estate Planning Team

Financial ServicesCalifornia, United States51-200 Employees

Estate Planning Team operates as a membership-based network of professionals offering the Deferred Sales Trust, a tax deferral strategy available exclusively through its members. The DST enables sellers of highly appreciated assets to defer capital gains taxes, including businesses, commercial real estate, investment properties, primary residences, large stock positions, and valuable art or collectibles. The organization presents the DST as a flexible alternative to more restrictive 1031 exchanges, supported by experienced tax attorneys who structure these transactions. The team's nationwide reach connects financial advisors, insurance and real estate professionals, business brokers, attorneys, CPAs, and qualified intermediaries who collaborate to deliver this service.

Based in Indian Wells, California, the company provides marketing tools to help its members grow their business around the DST. The organization operates across the United States and has seen recent partnerships that expand its reach, including collaborations announced in April 2023 with Svn Marinas LLC and Safe Haven Advisors to offer the Deferred Sales Trust solution.

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