Self-Settled Trusts Should Not Be Included in a Decedent's Taxable Estate - Analysis Section 2036(a)(1): Assets gifted by Decedent (in trust or otherwise) but Decedent retained for life: “The right to the i...
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Taxpayers in high tax states (e.g. California, New Jersey, Illinois, Oregon) want to take advantage of zero tax states (e.g. Alaska and Nevada). Shifting income recognition...
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In this video and presentation we tackled the following topics: Valuation date / transfer date considerations in light of COVID. Given the rebound in equity markets, has the opportunity for gifting passed? Im...
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Join Tom Rogerson, CEO from GenLegCo. and Matthew Blattmachr, CFP, CEO from Peak Trust Company discuss the third and final part of How Strong Families Survive Tough Times - Putting it into Practice (part 3 of 3...
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Join Tom Rogerson, CEO from GenLegCo. and Matthew Blattmachr, CFP, CEO from Peak Trust Company discuss the second part of How Strong Families Survive Tough Times - Tackling Communication, Values & Family Co...
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Join Tom Rogerson, CEO from GenLeg Co. and Matthew Blattmachr, CFP, CEO from Peak Trust Company discuss How Strong Families Survive Tough Times (part 1 of 3) Download the Presentation...
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In April 2020 Peak Trust Company conducted a nationwide survey of advisors, CPAs, and estate planning attorneys. Survey revealed key client concerns that a ROTH conversion can address More than 50% clients have...
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The Secure Act changed how many clients should plan for and name beneficiaries of retirement assets. This webinar will set the foundation of why tax free compounding over a long period of time is so critical to...
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Choice of jurisdiction Opportunities using Out-pf-State Trusts Dynasty Trusts Domestic Asset Protection Trusts Hybrid DAPTs Trust Decanting State Income Tax Savings View PDF...
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