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Reef Point, LLC

Deferring Recoginition of Capital Gains

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Case Study

[Video] Deferred Sales Trust Case Studies Webinar Replay

Reef Point LLC · September 1, 2020 ·

[Video] Deferred Sales Trust Case Studies Webinar Replay | Reef Point LLC

Replay of the Deferred Sales Trust Case Studies webinar hosted by Greg Reese of Reef Point, Inc. Reef Point LLC was founded by Gregory Reese and is one of only 13 Trustees in the US for Deferred Sales Trusts. Greg is also the CEO and founder of AmeriEstate Legal Plan which provides easy and affordable Estate Planning, Asset Protection, and Elder Law services with its network of provider attorneys.

[Video] DST Highlights and Case Studies

Reef Point LLC · July 22, 2020 ·

[Video] DST Highlights and Case Studies | Reef Point LLC

Replay the “DST Highlights and Case Studies” webinar hosted by Greg Reese of Reef Point, Inc. Reef Point LLC was founded by Gregory Reese and is one of only 13 Trustees in the US for Deferred Sales Trusts. Greg is also the CEO and founder of AmeriEstate Legal Plan which provides easy and affordable Estate Planning, Asset Protection, and Elder Law services with its network of provider attorneys.

Is a Deferred Sales Trust Right for You?

Reef Point LLC · February 28, 2018 ·

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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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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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