Greg Reese is the Founder, President and CEO of AmeriEstate Legal Plan, Inc. and Reef Point, LLC. Both are based out of Costa Mesa, CA. Mr. Reese graduated with a B.S. in Finance from San Diego State University. He has more than 25 years of experience in Estate Planning, combined with his prior experience of 15 years in the Real Estate and financial services industry.

Greg began his professional career in 1992 as a licensed realtor serving as a due diligence analyst specializing in real estate limited partnership offerings for LPL Financial. Shortly thereafter, Greg obtained his securities and insurance licenses and for the following 15 years helped his clients develop financial plans, managed securities, alternative investments and insurance related portfolios. During this time, Mr. Reese also actively engaged in real estate transactions for individuals, families and business owners.

Greg founded AmeriEstate Legal Plan, Inc. in 1998 in order to focus on estate planning and asset protection planning which became an emerging need for his clients. In the past 20 years, AmeriEstate has served more than 40,000 clients, providing access to affordable expert estate and asset protection planning services. Today, AmeriEstate – with its extensive provider attorney network, provides a wide range of services to its clients focused on everyday legal services designed to help clients protect what is important to them.

Greg frequently speaks to various groups and has been a guest on several radio programs on the Deferred Sales Trust, as well as topics of Living Trusts and other estate planning strategies, including Charitable and Asset Protection Strategies.

Greg initially became involved with the Estate Planning Team in early 2016 and later was invited to apply to become a Certified Trustee for the Deferred Sales Trust. Once vetted and approved, Greg and his team have successfully completed millions of dollars in DST Transactions. As a Trustee for the Deferred Sales Trust Greg has successfully assisted numerous clients as they sought to exit from businesses, real estate, and even rare collectibles. His clients have significantly benefited from deferring taxes on the sale of their appreciated assets.
Greg is a life–long southern California native with strong ties to the Orange County area. He and his wife Sue live in Newport Beach and have two young children, ages 12 and 14. He is an active volunteer leader for the Boy Scouts of America and a soccer referee for AYSO. In his leisure time, Greg enjoys playing tennis, swimming, skiing and camping.
As a DST Trustee, Greg brings a unique multi-disciplinary approach to helping owners analyze their exit strategies while considering their tax, estate and investment objectives and options.