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William Exeter William Exeter

Presentation Summary

"Expand Your Real Estate Business with the Deferred Sales Trust"

This presentation will describe the Deferred Sales Trust, and detail the benefits and advantages to Realtors' clients. This session will outline the technical issues involved in using the Deferred Sales Trust, and focus on how the Realtor can use the Deferred Sales Trust to build, expand and diversify their new or existing real estate business.

William Exeter Bio

William L. Exeter is the President and Chief Executive Officer for Exeter 1031 Exchange Services, LLC and Exeter Fiduciary Services, LLC and their affiliate companies. Mr. Exeter is based in the company's national corporate headquarters office located in San Diego, California.

Mr. Exeter has been in the financial services industry since 1980. He began specializing in real estate tax strategies in 1986 with a specialty emphasis in 1031 and 1033 exchanges. He has since added a specialization in Deferred Sales Trusts . His area of expertise also includes specialized trust services for the real estate industry, including the Title Holding Trust or Land Trust.

He has written and lectured extensively on 1031 and 1033 exchange transactions pursuant to Sections 1031 and 1033 of the Internal Revenue Code, on Tenant-In-Common (TIC) Properties as like-kind replacement property solutions for 1031 and 1033 exchange transactions pursuant to IRS Revenue Procedure 2002-22 and on Title Holding Trust or Land Trusts.

In addition, Mr. Exeter is the owner and host of The Exeter Group Real Estate Talk Radio Show , is a frequent guest expert on "The Financial Advisors Money Talk Radio Show" on San Diego News Radio AM 600 KOGO and on the "Inside Business Radio Show" on Business Talk Radio AM 1000 KCEO San Diego.

Mr. Exeter also serves as an industry consultant and advisor through Exeter Consulting Group, LLC and as an expert witness on 1031 exchange related litigation.

Immediately prior to founding The Exeter Group of Companies he served as President and Chief Executive Officer of TransUnion Exchange Corporation (formerly Diversified Exchange Corporation) in San Diego, California for four years and prior to that as Executive Vice President and Chief Operating Officer of The Chicago Trust Company of California and its 1031 exchange subsidiary for 13 years that were part of the Chicago Title and Trust Family of Companies.

In addition, he served as a senior executive with two 1031 exchange companies in the 1980s during the 1031 exchange industry's infancy, and is one of the founding members of the Federation of Exchange Accommodators. He has administered in excess of 75,000 1031 exchange transactions during his career.

Mr. Exeter's professional experience includes 1031 exchange, title insurance and escrow services, fiduciary, trust and retirement account administration and services, trust operations, investment management services, commercial banking, and insurance administration.

Mr. Exeter is involved with numerous professional organizations including the Tenant-In-Common Industry Association (TICA), COREnet Global, AIR Commercial Real Estate, ICSC, the San Diego Chapters of CCIM and CREW, NAIOP, SIOR, California Escrow Association, San Diego County Escrow Association, and NorCal Escrow Association, and is one of the founding members of The Center for Wealth & Legacy Studies .

Mr. Exeter graduated from California State University, Los Angeles with a Bachelors of Science degree in Accounting, and from the Cannon Financial Institute, attaining the Certified Securities Operations Professional (CSOP) designation. He is currently working toward his Certified Trust and Financial Advisors certification through Cannon Financial Institute and his Certified Commercial Investment Member (CCIM) designation.

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