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The Estate Planning Team and Founder of the Deferred Sales Trust

The Estate Planning Team and Founder of the Deferred Sales Trust

Estate Planning Team (EPT) is a membership organization comprised of legal and financial service professionals dedicated to helping preserve their clients' financial interests. With over 21 years in business, the company offers a unique combination of expertise in tax law and asset management to help members develop strategies aimed at deferring capital gain tax and growing clients' portfolios while minimizing risk. EPT provides qualified professionals exclusive access to market their proprietary capital gains tax deferral strategy, the Deferred Sales Trust™, or DST. Robert Binkele is the Founder, President and CEO of Estate Planning Team. Robert is currently an invited member of the Forbes Finance Counsel and Investment Advisor at DST Wealth Management LLC. With over two decades of experience as a Branch Manager and investment manager, Robert has built a successful company that helps so many professionals succeed in their financial services practice.

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About The Estate Planning Team and Founder of the Deferred Sales Trust

Founded

1999

Estimated Revenue

$10M-$50M

Employees

251-1K

Category

Sector

Financials

Industry Group

Real Estate

Industry

Real Estate

SIC Code

65

NAICs Code

53121

Location

City

Palm Desert

State

California

Country

United States
The Estate Planning Team and Founder of the Deferred Sales Trust

The Estate Planning Team and Founder of the Deferred Sales Trust

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