Michael Conte, MBA (USC)

Michael Conte is a real estate consultant with an MBA from USC and a member of Estate Planning Team. He works with owners of businesses, real estate and other highly appreciated assets who want to understand the Deferred Sales Trust before they sell.

His role is to start the conversation: what you are selling, what the capital gains picture looks like, and whether a Deferred Sales Trust may be worth a closer look. If it may fit, an experienced DST attorney, trustee and case manager review your case, and your own tax and legal advisors are welcome to join the call.

Who is Estate Planning Team?

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, CPAs, Qualified Intermediaries, and other professional partners. EPT's organization stretches throughout the United States, providing capital gains tax deferral via the Deferred Sales Trust, a flexible 1031 exchange alternative.

Estate Planning Team does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely, and participants are strongly urged to seek independent legal, tax and professional advice.

Reach Michael

• Phone: 415-314-8800
• Email: mconte@sbcglobal.net
• Office: 1550 Tiburon Blvd G545, Tiburon, CA 94920
• DST case intake: mydstplan.com/fortune1031advisors

Download Michael's brochure (PDF)