Tax, estate, and pension planning including asset protection strategies.

The Estate Planning Team is a membership organization that has grown to over 4,200 securities advisors, CPAs, attorneys, insurance professionals, qualified intermediaries, mortgage lenders, banks, title insurance and real estate professionals nationwide. Estate Planning Team provides its members with the marketing, tax, legal and professional expertise to present tax, estate, pension planning, and asset protection strategies for their clients. The Deferred Sales Trust¿ is an IRS compliant strat...

The Estate Planning Team is a membership organization that has grown to over 4,200 securities advisors, CPAs, attorneys, insurance professionals, qualified intermediaries, mortgage lenders, banks, title insurance and real estate professionals nationwide. Estate Planning Team provides its members with the marketing, tax, legal and professional expertise to present tax, estate, pension planning, and asset protection strategies for their clients. The Deferred Sales Trust¿ is an IRS compliant strategy to defer capital gains tax on the sale of a highly appreciated business or property. The Deferred Sales Trust ¿ is exclusively offered by members of the Estate Planning Team.