Estate Planning Team Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

The Deferred Sales Trust is an exclusive tax deferral strategy that is only available through the Estate Planning Team and its members. 

In today's challenging and competitive market place, professionals are looking for innovative ways to earn business. How do you prospect for new clients and earn new business from your existing clients? How do you set yourself apart from the competition and position yourself as the knowledgeable professional in your industry?

Estate Planning Team is a membership organization with a network of experienced professionals who offer the Deferred Sales Trust. These professionals include financial advisors, insurance and real estate professionals, business brokers, attorneys, CPA’s, Qualified Intermediaries, and other professional partners.  Estate Planning Team’s organization stretches throughout the United States, providing significant capital gains tax deferral via the Deferred Sales Trust, a flexible 1031 Exchange alternative. 

The Deferred Sales Trust is offered exclusively by Estate Planning Team members along with experienced and specialized tax attorneys.  These tax attorneys have unique expertise at structuring transactions in this manner for sellers of highly appreciated real estate, businesses or other highly appreciated assets, who wish to defer their capital gains taxes. The DST can defer capital gains taxes on the sale of almost any type of highly appreciated asset including: businesses & professional practices, commercial real estate, investment properties, high end primary residences, major stock positions, and very valuable artwork and collectibles, among other things.

With membership, we provide the marketing tools to grow your business using the DST. 

If you’re interested in joining the Estate Planning Team & want to market the Deferred Sales Trust, go to www.myept.com and click JOIN NOW! For more information, email info@myept.com or call us at 760-779-5339!

Find Estate Planning Team employees' phone numbers or email addresses

Estate Planning Team Global Highlights

Location
Employees

North America
94

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  • United States Of America
    94

Estate Planning Team's Leadership

  • Stylized image of a person
    D. H.
    Co-Founder
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    T. S.
    Assistant To The Chief Executive Officer Internal Case Manager
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  • Stylized image of a person
    D. R. Z.
    Partner
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    J. K.
    National Director Of Development / Senior Case Manager / Trustee
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    C. G.
    Wealth Manager - Tax Strategies
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    P. S.
    Executive Assistant/Case Manager
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    J. W.
    Senior Consultant
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    D. D.
    Capital Gains Deferral Specialist
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Estate Planning Team Employee Metrics

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50%
0%
2026
2025
  • Banking
  • Support
  • Business
  • Community & Social Services
  • Entertainment
  • Other

Contact profiles from Estate Planning Team

Name
Title
Contact Info
Location
Last Update
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    C. G.
    Financial Advisor
    Phone icon
    United StatesMaine
    Oct 21, 2024
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    D. B. W. T. T. P.
    Tax Deferral Specialist
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    United StatesMassachusetts
    Apr 24, 2025
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    D. A. T.
    Insurance Salesperson
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    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    J. D.
    Member
    Phone icon
    United StatesPennsylvania
    Oct 17, 2024
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    K. S.
    Administrative Assistant
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    UNITED STATES
    Oct 22, 2024
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    O. M.
    Cpa Cfp Assistant
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    United StatesTexas
    Aug 02, 2024
  • Stylized image of a person
    T. S.
    Marketing & Member Services
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    UNITED STATES
    May 30, 2025
  • Stylized image of a person
    T. H.
    Financial Advisor
    Phone icon
    United StatesMaine
    Oct 21, 2024
  • Stylized image of a person
    M. L.
    Capital Gains Specialist
    Phone icon
    Bay
    Sep 10, 2025
  • Stylized image of a person
    A. A. M.
    Tax Deferral And Mitigation Specialist
    Phone icon
    United StatesMassachusetts
    Nov 17, 2025

Frequently Asked Questions

What is Estate Planning Team known for?

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Estate Planning Team was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 45110 Club Drive Suite b Indian Wells, California 92210 United States; you can contact the main corporate office by phone at . Explore Estate Planning Team's company overview page for more information.

What is Estate Planning Team's most common email format?

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Estate Planning Team employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Estate Planning Team email formats with LeadIQ.

How many employees does Estate Planning Team have currently?

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Estate Planning Team has approximately 74 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Estate Planning Team's key employees and leadership?

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As of February 2026, Estate Planning Team's key employees include:

  • Co-Founder: D. H.
  • Assistant To The Chief Executive Officer Internal Case Manager: T. S.
  • Partner: D. R. Z.
  • National Director Of Development / Senior Case Manager / Trustee: J. K.
  • Wealth Manager - Tax Strategies: C. G.

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