In Part 2 of Peak Trust Company’s mental health webinar series, attorney Martin Shenkman and licensed counselor Amanda Koplin are joined by Betsy Jamison, who offers a moving, first-hand account of love, loss...
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In a groundbreaking and deeply moving webinar, attorney Martin Shenkman and licensed professional counselor Amanda Koplin bring urgent attention to a topic too often left unspoken in the advisory professions: t...
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As policymakers continue to debate the future of the estate tax, estate planners are once again faced with a period of significant uncertainty. With the scheduled expiration of the 2017 Tax Cuts and Jobs Act pr...
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Estate tax laws are once again at a crossroads, with potential changes that could significantly impact estate planning strategies. As 2026 approaches, practitioners and clients must prepare for multiple possibl...
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The step-transaction doctrine is an essential yet often overlooked principle in estate planning and tax strategy. It allows the IRS to reclassify a series of formally separate steps as a single integrated trans...
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The Corporate Transparency Act (CTA) introduces complex reporting requirements that can significantly impact trusts. If a trust owns equity in a reporting company, individuals named as powerholders may face sub...
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Discover actionable insights for estate planning attorneys following the recent Republican victory. Our expert panel—featuring Martin Shenkman, Jonathan Blattmachr, and Robert Keebler—explores how the new p...
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Welcome to our in-depth exploration of Private Placement Life Insurance (PPLI), a sophisticated financial tool designed to help high-net-worth individuals achieve tax-free compounding growth. In this webinar, h...
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The Supreme Court's recent decision in the Loper Bright case, handed down in July, marks a pivotal shift in the interpretation and enforcement of federal regulations, including those under the Internal Revenue ...
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