John Knickerbocker Email & Phone Number

At AmeriEstate Legal Plan, Inc. and Reef Point, LLC, we have a passion for protecting what's important to our clients. We also help financial professionals get more value and benefit when offering a variety of Estate Planning Services to their clients. Our AmeriEstate division offers our business partners and their clients a variety of comprehensive, custom attorney-prepared, yet affordable Estate Planning Services. Being one of the largest single providers of estate planning services in Calif. and the other states we serve (and being in business for more than 20 years) has given us the opportunity to serve more than 40,000 families.Our Reef Point division offers our business partners the ability to utilize the Deferred Sales Trust (DST), for their clients’ tax strategy and financial and retirement planning needs.The DST is a proven and unique method used to defer capital gain taxes. The DST is a proprietary and legal, tax-based strategy that has been in use by financial professionals for more than 22 years. This DST is not to be confused with the Delaware Statutory Trust (DST). Our CEO - Greg Reese, is one of only 13 certified Deferred Sales Trust Trustees, in the nation. I would welcome the opportunity to discuss either of these business models with you, at your earliest convenience. ......

Listed skills include Sales, Management, Real Estate, Strategic Planning, and 13 others.

• 

  Business Development - Estate Planning

  Ameriestate Legal Plan, Inc.

  2014 - Present - Orange County, California Area

  AmeriEstate strives to make it easy to obtain high-quality, attorney-prepared estate planning services at affordable prices. We are a one-stop shop helping families from the initial consultation phase all the way to in-home delivery and notarization. All for less than half the cost of traditional estate planning attorneys. You can trust us to be an impressive business partner that makes you look good. AmeriEstate focuses on customer service and is proud of its A+ rating with the Better Business Bureau. Since 1998, we have served more than 40,000 families nationally in the areas of Estate Planning, Trust Admin Assistance, Asset Protection through Estate Planning Strategies and Incapacity Planning.