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.
About The Estate Planning Team and Founder of the Deferred Sales Trust
Founded
1999Estimated Revenue
$10M-$50MEmployees
251-1KCategory
Sector
FinancialsIndustry Group
Real EstateIndustry
Real EstateSIC Code
65NAICs Code
53121Location
City
Palm DesertState
CaliforniaCountry
United StatesThe Estate Planning Team and Founder of the Deferred Sales Trust
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