Santa Fe Trust Inc

Information may not be reliable

Santa Fe Trust, Inc. and The Estate Planning Team
The Estate Planning Team, a professional membership organization, is the exclusive marketer of The Deferred Sales Trust™ concept. The Team is a nationwide association with over 3,600 members, including securities advisors, CPAs, attorneys, insurance professionals, qualified intermediaries, mortgage lenders, banks, title and real estate professionals. The Team designs tax minimization, estate, retirement income and asset protection strategies for their clients.

The Deferred Sales Trust™ is a Tax Code compliant strategy that allows... more