By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. Highlights U.S. large-cap stocks ended the second quarter up 10.9%, marking a new record high. U.S. small-cap stocks gained 8.5%, and U.S. ...
"Read More"
In California, the Private Retirement Trust (PRT) is a statutory exemption tool that allows for the protection of retirement assets from most civil creditors. When structured properly and used in good faith for...
"Read More"
Completing the Series with a Critical Element In the fourth and final installment of Peak Trust Company’s Private Retirement Trust (PRT) Series, exemption planning attorney Dustin Nichols returns to address o...
"Read More"
More Than Paperwork: How Private Retirement Trusts Are Built to Last After laying the statutory and strategic groundwork in Parts 1 and 2 of the Private Retirement Trust Series, Part 3 shifts focus from theory ...
"Read More"
Private Retirement Trusts and the Power of Purpose What makes a Private Retirement Trust (PRT) legally defensible? In the second session of our four-part PRT Series, attorney Dustin I. Nichols challenges planne...
"Read More"
Understanding Private Retirement Trusts in California In the opening session of our four-part Private Retirement Trust Series, attorney Dustin I. Nichols introduced attendees to one of California’s most under...
"Read More"
A New Approach to Trust Planning For generations, trusts have been drafted to protect assets and distribute them to beneficiaries under carefully constructed standards. But is protection alone enough? In this t...
"Read More"
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...
"Read More"
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...
"Read More"