WHO WE HELP
Attorneys
A New Niche
As an attorney, you hold a unique position and rich opportunity to find niche solutions for clients that require legal counsel. Many of your clients own property or businesses, and are likely hesitant to sell their highly appreciated assets because of capital gains taxes. The Deferred Sales Trust (DST) can be a great solution, as it can help your clients defer ALL of their capital gains tax and deprecation recapture, and potentially earn on the money that would have otherwise gone to Uncle Sam.
Offering the DST to your clients and prospects can help you earn additional legal fees and diversify business opportunities beyond traditional legal services. The DST strategy can open the door to a niche group of clients that can create business growth and networking opportunities. The DST is also an attractive alternative to a 1031 Exchange, and can be a solution when a client wants to cash out of real estate or cannot find a replacement property for the 1031 exchange. There are many ways that attorneys can expand their horizons by utilizing the DST strategy.
Estate Planning Team provides members with:
- Access to the DST, which can help to set you apart from the competition, build stronger relationships with your clients and prospects, and generate more legal fees.
- Access to tax and legal professionals that present and execute the Deferred Sales Trust for your prospects and clients.
- A marketing plan that will help you use the DST connect with high-net-worth prospects.
- A personalized DST lead generation website and helpful guides to support your efforts.
- Help networking with other professionals to build mutuallly beneficial relationships.
Becoming an EPT member is easy.
We provide a seamless onboarding process with instructions, training, and all the marketing and educational materials you’ll need.
The cost is only $50/month plus a $50 one-time setup charge, and you can cancel anytime. Discover how the DST can grow your business by joining today.