Greg Reese
Chief Executive Officer at AmeriEstate Legal Plan, Inc. & Reef Point, LLC. - Deferred Sales Trust Expert
- Role
- President CEO at Ameriestate Legal Plan, Inc
- Location
- Costa Mesa, CA, US
- LinkedIn followers
- 500 followers
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
Experience
President CEO
Apr 1996 — Present
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.
Education
San Diego State University
Bachelor of Science, Finance
Skills
- Business Development
- Real Estate
- Long-Term Care
- Wills
- Small Business
- Management
- Estate Tax Planning
- Llc
- Employee Benefits
- Marketing
- Strategic Planning
- Financial Services
- Estate Planning
- Public Speaking
- Powers of Attorney
- Estate Administration
- Investments
- Business Formation
- Leadership
- New Business Development
- Asset Protection
- Customer Service
- Guardianship
- Sales
- Trusts
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