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Reef Point, LLC

Deferring Recoginition of Capital Gains

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Sales Materials

Request for DST Analysis Form

DST Factfinder_2021 _FillablePDF

This questionnaire and form allows the Reef Point Estate Planning Team to analyze the circumstances and see where they can help defer capital gains.

Realtor Email Marketing Campaign

Realtor email marketing campaign V2

A sample real estate email marketing campaign to send to clients/prospects.

DST Elevator Pitch

A simple description of the Deferred Sales Trust to use in conversations with clients/prospects.

DST Conversation Starters

A quick reference document to help facilitate conversations around the DST.

Sample DST Marketing Materials

An overview of the different sales flyers that can be found in the flyer folder.

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Welcome

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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Contact

3525 Hyland Ave., Suite 145
Costa Mesa, CA 92626
714-581-5376
info@reefpointusa.com

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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 Trustâ„¢ 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.

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