Meet Greg Reese, DST Trustee
Greg Reese, Principal Reef Point LLC, DST Trustee
Here at Reef Point, we’re fortunate to have Greg Reese as our Principal and Managing Member. He is one of only 13 approved independent DST Trustees in the country and brings a wealth of diversified experience to the role of Trustee. As a DST Trustee, Greg brings a unique multi-disciplinary approach to helping owners and their financial teams analyze their exit strategies while considering their tax, estate, and investment objectives and options.
Greg began his professional career in 1992 as a licensed realtor serving as a due diligence analyst specializing in real estate limited partnership offerings for LPL Financial. Shortly after that, Greg obtained his securities and insurance licenses and, for the following 15 years, helped his clients develop financial plans, managed securities, alternative investments, and insurance-related portfolios. During this time, Mr. Reese also actively engaged in real estate transactions for individuals, families, and business owners.
Greg founded AmeriEstate Legal Plan, Inc. in 1998 to focus on estate planning and asset protection planning, which became an emerging need for his clients. In the past 20 plus years, AmeriEstate has served more than 40,000 clients, providing access to affordable expert estate and asset protection planning services. Today, AmeriEstate – with its extensive provider attorney network, offers a wide range of services to its clients focused on everyday legal services designed to help clients protect what is important to them. Both AmeriEstate Legal Plan, Inc. and Reef Point, LLC are based in Costa Mesa, CA.
Greg initially became involved with the Estate Planning Team in early 2016 and later was invited to become a Certified Trustee for the Deferred Sales Trust. Once vetted and approved, Greg and his team have completed millions of dollars in DST Transactions. As a Trustee for the Deferred Sales Trust Greg has successfully assisted numerous clients seeking to exit from businesses, real estate, and even rare collectibles. His clients have significantly benefited from deferring taxes on the sale of their appreciated assets.
Greg frequently speaks to various groups and has been a guest on several radio programs on the Deferred Sales Trust and topics of Living Trusts and other estate planning strategies, including Charitable and Asset Protection Strategies.
In this process you can bring your own Estate Planning team or work with our network. Members of our team are asset management and tax law professionals who have been vetted, approved, and trained in their specific area of expertise pertaining to the DST strategy. If the assets are derived from the sale of a business the business broker will help to make a smooth transaction.
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