Press Release: California’s Estate Planning Team brings on acclaimed PIMCO cadre to form a first-rate alliance. This newly minted Advisory Team specializes in investment consulting, asset allocation, and EPT’s members-only DST investment strategy.
Reef Point LLC was founded by Gregory H. Reese who is one of only 13 Trustees in the US for Deferred Sales Trusts.
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As an authorized and approved Trustee for the Deferred Sales Trust and Member of the Estate Planning Team (EPT), Reef Point, LLC promotes the use of the Deferred Sales Trust™ or other estate planning techniques and is not responsible for recommendations made by other members of the Estate Planning Team, including the Deferred Sales Trust or other tax, legal or estate planning strategies.