Greg Reese

Greg Reese Email and Phone Number

Chief Executive Officer @ AmeriEstate Legal Plan, Inc. & Reef Point, LLC
Costa Mesa, CA, US
Greg Reese's Location
Costa Mesa, California, United States, United States
Greg Reese's Contact Details

Greg Reese personal email

n/a
About Greg Reese

Specialties: Estate Planning, Business Formation, Asset Protection, Public Benefits Planning, Tax Deferral Strategies including the Deferred Sales Trust and Charitable Trust Planning

Greg Reese's Current Company Details
AmeriEstate Legal Plan, Inc. & Reef Point, LLC

Ameriestate Legal Plan, Inc. & Reef Point, Llc

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Chief Executive Officer
Costa Mesa, CA, US
Greg Reese Work Experience Details
  • Ameriestate Legal Plan, Inc. & Reef Point, Llc
    Chief Executive Officer
    Ameriestate Legal Plan, Inc. & Reef Point, Llc
    Costa Mesa, Ca, Us
  • Reef Point, Llc
    Managing Member
    Reef Point, Llc Jan 2016 - Present
    Authorized Trustee for the Deferred Sales Trust. (TM) - Tax Deferral beyond the 1031 ExchangeHelp your clients with exit strategies from their business or investment real estate.Help your clients reinvest into ANY asset classes with their tax deferred proceeds.Provide a tax deferred way to rescue a bad 1031 exchange and still reinvest back into real estate, or other asset classes without the restrictions of a 1031 exchange.Increase AUM!
  • Ameriestate Legal Plan, Inc. & Reef Point, Llc
    Chief Executive Officer
    Ameriestate Legal Plan, Inc. & Reef Point, Llc Sep 1998 - Present
    Specialists in Estate Planning, Business Formations, Asset Protection, Public Benefits Planning, and Tax Deferral Strategies including the Deferred Sales Trust as well as Charitable Trust Planning
  • Ameriestate Legal Plan, Inc.
    President/ Ceo
    Ameriestate Legal Plan, Inc. Apr 1996 - Present
    Costa Mesa, Ca, Us
    AmeriEstate is a legal access plan specializing in estate planning, asset protection and legal long-term care public benefits planning such as Medi-Cal and VA Aid and Attendance benefits. Members of AmeriEstate receive access to independent qualified attorney whenever they have or think they may have a legal issue. Members may receive free initial consultations and a 25% discount if they require further representation. Core services of estate planning, asset protection and long-term care planning are available at significant discount. AmeriEstate's services are available directly but also through various financial services professionals and financial institutions.
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  • Ameriestate Legal Plan, Inc.
    Owner
    Ameriestate Legal Plan, Inc. Apr 1994 - Present
    Costa Mesa, Ca, Us
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Greg Reese Skills

Estate Planning Asset Protection Long Term Care Trusts Llc Small Business Employee Benefits Strategic Planning Estate Tax Planning Business Formation Wills Sales Customer Service Financial Services Marketing Estate Administration Guardianship Powers Of Attorney Business Development Public Speaking Leadership New Business Development Management Real Estate Investments Tax Planning Exit Strategies Medi Cal Business Strategy

Greg Reese Education Details

  • San Diego State University
    San Diego State University
    Finance

Frequently Asked Questions about Greg Reese

What company does Greg Reese work for?

Greg Reese works for Ameriestate Legal Plan, Inc. & Reef Point, Llc

What is Greg Reese's role at the current company?

Greg Reese's current role is Chief Executive Officer.

What is Greg Reese's email address?

Greg Reese's email address is gr****@****ate.com

What is Greg Reese's direct phone number?

Greg Reese's direct phone number is +194930*****

What schools did Greg Reese attend?

Greg Reese attended San Diego State University.

What are some of Greg Reese's interests?

Greg Reese has interest in Tennis Player, Backpacker, All Water Sports, Swimmer, Skier And Powder Skier, Concert Goer.

What skills is Greg Reese known for?

Greg Reese has skills like Estate Planning, Asset Protection, Long Term Care, Trusts, Llc, Small Business, Employee Benefits, Strategic Planning, Estate Tax Planning, Business Formation, Wills, Sales.

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