• Skip to primary navigation
  • Skip to main content
(866) 867-8633
  • Partner Login
  • Request a Consultation
Reef Point LLC Logo

Reef Point, LLC

Deferring Recoginition of Capital Gains

  • DST Explained
    • Exit Strategy
    • 1031 Exchange Alternative
    • 1031 Exchange Rescue
    • Guidelines for a DST to Qualify
    • Standard DST & DST Plus
  • Meet the Team
    • Meet Greg Reese
  • Resources
    • Blog
    • FAQ
    • Case Studies
    • Videos
    • Webinars
  • Partner Center
    • Attorneys
    • Business Brokers
    • CPAs
    • Financial & Investment Advisors
    • Mergers and Acquisitions Professionals
    • Real Estate Professionals
    • Partner Portal
  • Contact Us
  • Partner Login
  • Request a Consultation OLD
  • Show Search
Hide Search

Who is Your Deferred Sales Trust Team?

What is a Deferred Sales Trust (DST)?

The DST has been used by financial savvy professionals and their clients for more than 22 years. It is a legal, proven and tested proprietary estate and tax planning strategy that allows persons who own highly appreciated assets such as real estate, a business, or high value collectables to sell those assets and defer the ordinary income taxes and capital gains taxes over a period of years instead of paying them all in a lump sum. The Deferred Sales Trust gives the seller/tax payer the ability to control their capital gains tax exposure, reinvestment terms, and installment payments made from the trust. The Law Firm who created the DST stands behind each client by offering Audit Defense Protection.  In the event your DST is ever audited in Federal or State Court or by the IRS,  Campbell Law will offer to represent you in such audit as part of their initial engagement agreement, and at no additional cost to the client.  The DST has withstood over a dozen such audits as well as direct independent IRS reviews.   To date, the DST has a perfect legal and tax compliant record.

Who offers the Deferred Sales Trust?

The Deferred Sales Trust (DST) is only available from the Estate Planning Team, LLC, in partnership with the Campbell Law Firm. Todd Campbell, Tax Attorney and CPA is the creator and architect of the Deferred Sales Trust. The Estate Planning Team, founded by Robert Binkele partnered with Campbell Law 21 years ago to develop a broad based approach to promote the DST strategy on a national basis.  The Estate Planning Team manages all marketing and compliance related to the offering and execution of the DST.

The Estate Planning Team has successfully implemented thousands of DST’s over the past 25 years. During that time there have been 14 field audits and 2 formal IRS reviews.  Campbell Law and the Estate Planning Team have never had a negative tax audit or adverse result from the IRS. Some of the most prominent tax law firms in the country, as well as hundreds of boutique tax law firms and CPA’s throughout the country have also independently reviewed the DST strategy, techniques and legal basis and have similarly concluded the DST to be sufficiently legal, proven and tested and would, and have recommended it to their own clients.

The Deferred Sales Trust requires the services of at least 3 distinct and independent professionals: The Tax Attorney, a Trustee and a Registered Investment Advisor.  Reef Point, LLC is and authorized and approved Trustee for the Deferred Sales Trust and an affiliate member of the Estate Planning Team, LLC. Because of the proprietary nature of the Deferred Sales Trust Strategy and the absolute requirement to create and manage every DST within strict IRS rules and guidelines, each of these independent professionals must be vetted and trained on all aspects of the DST. The Estate Planning Team supervises the vetting, training, marketing and compliance requirements for qualified professionals who wish to become affiliate members of the Estate Planning Team and to be able to offer this strategy to their own clients. 

A Circle of Professionals

The Deferred Sales Trust is a plan for deferring capital gains taxes created and managed exclusively by the Estate Planning Team organization. When you chose the DST strategy, you acquire the resources of a team of professionals.  The members will vary depending on the type of transaction funding the DST, but all cases have a core team:

  • Independent Certified DST Trustee
  • Tax Attorney
  • Investment Advisor

Other vital people may include:

  • Tax CPA
  • Financial Advisor
  • Real Estate Broker
  • Business Broker
  • Independent Attorney   

Gregory Reese Independent Certified DST Trustee

One of only 13 certified DST trustees in the country. Greg is also the President and CEO of AmeriEstate Legal Plan.

Independent Certified DST Trustee

Tax Attorney

A tax attorney specializing in Deferred Sales Trusts oversees the process to ensure everything meets conforms to legal and regulatory parameters

Tax Attorney

Investment Advisor

Securing the financial benefits of the transaction. Not only to defer capital gains tax but to invest the savings.

Investment Advisor

Tax CPA

Your CPA is a valuable asset to the DST transaction for accuracy and efficiency.

Financial Advisor

Financial Advisors can help to place proceeds from the sales of assets into a diversified portfolio, providing a way out of an asset class and a way into higher and more stable cash flow.

Real Estate Professional

Real Estate is often the driving force behind the assets and a real estate professional is valuable to the transaction that will fund the DST.

Business Broker

If the assets are derived from the sale of a business the business broker will help to make a smooth transaction.

Tax Attorney

If the assets are derived from the sale of a business the business broker will help to make a smooth transaction.

Independent Certified DST Trustee

Gregory Reese Independent Certified DST Trustee

One of only 13 certified DST trustees in the country. Greg is also the President and CEO of AmeriEstate Legal Plan.

Tax Attorney

Tax Attorney

A tax attorney specializing in Deferred Sales Trusts oversees the process to ensure everything meets conforms to legal and regulatory parameters

Investment Advisor

Investment Advisor

Securing the financial benefits of the transaction. Not only to defer capital gains tax but to invest the savings.

Tax CPA

Your CPA is a valuable asset to the DST transaction for accuracy and efficiency.

Financial Advisor

Financial Advisors can help to place proceeds from the sales of assets into a diversified portfolio, providing a way out of an asset class and a way into higher and more stable cash flow.

Real Estate Professional

Real Estate is often the driving force behind the assets and a real estate professional is valuable to the transaction that will fund the DST.

Business Broker

If the assets are derived from the sale of a business the business broker will help to make a smooth transaction.

Tax Attorney

If the assets are derived from the sale of a business the business broker will help to make a smooth transaction.

Members of the team are legal, tax and financial professionals who have been vetted, approved, and trained in their specific area of expertise about the DST strategy. These members will serve as your advisory team and will both execute your DST strategy with you and help maintain the Trust for your maximum benefit.  We also welcome the opportunity to collaborate with your other personal advisors in tax, law, real estate, and investment advisors as you might need or request.

Greg Reese is one of only 13 Certified Trustees in the United States

He has also assembled a network of trusted professionals well-versed in this strategy to guide you through efficiently, professionally, and compassionately.

Learn More About Greg

Although each DST is composed of many moving parts unique to the Seller, they all boil down into three fundamental steps:

Create the legal framework for the trust

Determine the payback terms of the installment note

Manage the funds with an investment strategy

Independent Certified DST Trustee

Trustees, or trust administrators, are the assets’ legal owners  in a trust, which is the critical principle that allows you to shed liability for paying capital gains taxes on those assets. The Estate Planning team hand-picks and certifies each DST Trustee, and one will act as the primary trustee of your trust.

With Greg as your trustee, he will initially work with you to develop a financial plan and establish your installment note payback terms and amortization schedule, utilizing the ideal combination of principal and/ or interest payments. He will also organize your annual paperwork and 1099 tax filing for your CPA.

DSTs are unique because you can work with your Trustee, if needed or desired to  modify the term or structure of the installment note at virtually any point after creating the trust. During periodic reviews of your trust’s performance, your trustee can help you adapt the structure to incorporate changes in the financial market, your lifestyle, and goals, or emergencies.

Greg Reese, DST Trustee and CEO Reef Point, LLC

Learn more about Greg Reese, DST Trustee.

Tax Attorney

The DST tax attorney creates the fine print to ensure the trust agreement meets all of your needs and will hold up to legal and regulatory scrutiny. Your EPT tax attorney will also synchronize the sale elements with all of the third-parties involved, including:

  • Purchasing parties
  • Escrow agents
  • Title companies
  • Qualified Intermediaries (for properties held for a 1031 exchange)

Registered Investment Advisor

Your trustee will work with you and the Investment Advisor Specialist to help you evaluate your risk tolerance to determine an optimal interest rate on the installment note, as well as discuss investment strategies suited to meet your needs that we identify together. Only once you have approved the investment decisions you feel are best suited to meet your needs, will the trustee and investment advisor execute these decisions on your behalf.

Ready to Get Started?

Tell us a little bit about yourself.

Take Our Questionnaire

Become an Affiliate

Learn more about becoming a Reef Point partner.

Learn More

Welcome

Reef Point LLC was founded by Gregory H. Reese who is one of only 13 Trustees in the US for Deferred Sales Trusts.

Quick Links

  • DST Explained
  • Partner Center
  • Case Studies
  • FAQ
  • Contact Us

Subscribe

Receive invitations to exclusive events, seminars occasional market news, updates, and opportunities from the Reef Point team.

This field is for validation purposes and should be left unchanged.

Contact

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

  • Facebook
  • LinkedIn

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.

© Copyright 2021 | Reef Point, LLC All Rights Reserved | Privacy Policy | Terms & Conditions

© 2023 Reef Point, LLC