In a shifting estate tax landscape, one strategy continues to rise in importance, though perhaps in unexpected ways. In this webinar hosted by Shenkman Law, leading estate planning professionals Martin Shenkman...
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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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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. May| 2025 Highlights U.S. markets faced a challenging first quarter. U.S. large-cap stocks ended the first quarter down 4%, while U.S. smal...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. January | 2025 Highlights U.S. large-cap stocks reached over 50 new all-time highs in 2024, ending the year up 25%. U.S. small-cap stocks g...
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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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Removing financial obstacles for the next generation of legislative leaders. ANCHORAGE, Alaska, March 3, 2025 /PRNewswire/ - A national leader in complex and sophisticated estate planning, Peak Tr...
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NEWARK, Delaware, Feb. 5, 2025 /PRNewswire/ - The University of Delaware's Professional and Continuing Studies (PCS) is set to welcome the first cohort of Peak Trust Management Certificate students.......
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