Knowledge Base : Videos

Trust Fundamentals

Estate Planning

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Videos - 15 min

Bill Lipkind- Aspects of Private Placement Variable Life Insurance

Avoiding income tax The higher the return, the higher the reduction The power of Compounding...

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Videos - 15 min

Susan Smith and Gregory Gadarian- Asset Protection Strategies & Considerations in Wealth Preservations Planning

Wealth preservation Planning for the future State plan with Asset protection features Risk Management...

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Videos - 10 min

Split Dollar Life Insurance

Split-dollar life insurance isn’t an insurance product or a reason to buy life insurance. Split-dollar is a strategy that allows the sharing of the cost and benefit of a permanent life insurance policy. Any p...

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Videos - 53 min

Amy Norton- Going Beyond the Transaction: Unlocking Long-term Influence with Clients and Families

Amy Norton, Partner, GIANT Worldwide, talks about influence and what that means. Amy talks from her experience on how to change leadership culture by helping companies create influence and healthy culture in ...

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Videos - 70 min

Carlyn S. McCaffery – Drafting Superior GRATs

Carlyn S. McCaffery talks about her thoughts on Grantor Retained Annuity Trusts (GRATs) (Fall 2016)...

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Videos - 78 min

Jonathan Blattmachr- Special Trusts and Special Things about Trusts for your Clients

Jonathan Blattmachr discusses Special Trusts and Special Things about Trusts for your Clients (Fall 2016)...

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Videos - 82 min

Diana S.C Zeydel and Karen D. Yardley- S. Estate Planning for NonCitizens and NonResident Aliens

Karen D. Yardley practices in the areas of estate planning, trust administration and probate. Karen’s estate planning practice includes structuring complex estate plans for high net worth families, the prepar...

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Videos - 77 min

Steve Oshins- Decanting and DAPTs

Decanting can be a great way to add flexibility to irrevocable trusts. Beyond correcting scrivener’s errors, resolving ambiguities, or clarifying trust language, decanting allows trustees to change some provi...

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Videos - 50 min

Drafting Superior Trusts- Group Panel Discussion

Peak Trust Company hold a workshop called “Drafting Superior Trusts” on September 29, 2016. Covered the following topics: Special Trusts and Special Things about Trusts for Your Clients (Jonathan & Ma...

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