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Reef Point, LLC

Reef Point, LLC

Deferring Recoginition of Capital Gains

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Request a Consultation

Free DST Analysis

Submit your Info

Have your information reviewed by a Certified DST Trustee to see if a Deferred Sales Trust is a good fit for you and how if so how it will affect your situation. Start by filling out the questionnaire.

Start Your Analysis

Ask Me Anything

Call, Meet, or Video

Schedule some 1-to-1 time with Greg Reese, DST Trustee, to discuss what is on your mind regarding  Estate Planning and Asset Protection strategies, including Deferred Sales Trust.

Book Some Time

Request for DST Analysis

Upon completion of this questionnaire, Reepoint LLC will analyze the information and a member of our team will contact you to discuss your circumstances.

We are committed to protecting your privacy and will never share your information with anyone except those directly involved in preparing your personal illustration. Thank you for giving us the opportunity to help you defer capital gains. If you have any questions, please call–we’re here to serve you.

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  • Tell us about the property.

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  • What is the Fair Market Value, After commissions, fees, etc?
  • Total amount of loans and/or mortgages that will be paid from the sale proceeds
  • What is the properties basis (purchase price plus improvements) before depreciation?
  • What is the amount of depreciation that has been taken? (If applicable)
  • What was your income for the year of the sale, not including the property sale?
  • This field is for validation purposes and should be left unchanged.

Schedule Some Time to Speak with a Certified DST Trustee

Questions are very common regarding Deferred Sales Trusts. Our goal is to make you well informed to determine if this would be a sound decision both financially and personally.

Please select an appropriate amount of time and method to discuss your situation.  Times range from 5 minutes to 1 hour, and methods can be a call, face-to-face, or video conference.

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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