This document outlines the steps to becoming an EPT Affiliate.
Affiliate Onboarding Docs
This document outlines the recommended fee schedule charged in connection with the DST for the Trustee, Investment Advisor, and the Estate Planning Team.
A sample script to use when speaking about the DST with clients/prospects.
In this document you will learn the typical process Reef Point follows for connecting clients and prospects with the Deferred Sale Trust.
Learn the typical Deferred Sales Trust timelines for initial sale of asset and for 1031 Exchange Alternatives or 1031 Exchange Rescues in this document provided by Reef Point LLC.