○ Most gifts to charities are in the form of cash or marketable securities. ○ Gifts of illiquid assets are a creative way to make large contributions with amazing benefits for the charity and donor. ○ Gif...
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In this podcast Amber Gunn, Trust Officer for Peak Trust Company, talks with Janet Temple, a Senior Trust Officer at Peak Trust, on Irrevocable Life Insurance Trust (ILIT) Fundamentals and Benefits. Below are h...
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Internet Privacy What personal information is available on the Internet? What can be done to remove it? How can we protect our clients against having their information on the Internet in the first place?...
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Hear from Jonathan E. Gopman, a partner at Akerman Tax, Trusts, and Estates, on Creative Planning with Completed Gift Self-Settled Dynasty Trusts. He discusses why you would want to use a completed gift self-se...
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In this episode of Conversations With Trust Experts, guest speaker Layne Rushforth discusses the benefits of Nevada trust and state law. Layne is recognized as one of the top leading trust and state attorneys w...
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Vanessa Kanaga joins us as we explore trends and changes in the estate planning community. Hear what current trends and changes will have the biggest impacts. Listen below! Listen To The Podcast...
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Biden is the President-Elect, and the House is Democratic. At this juncture, we now know that the Senate is split so that the tie vote is cast by Vice President-elect Harris How might this planning be modifie...
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Join Beth Chapman and Jonathan Blattmachr on this Peak Trust Company podcast on why you should use Alaska as your estate planning jurisdiction. Hear about the benefits of Alaska estate planning and what makes A...
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The 2020 election demonstrated that the projected Democratic sweep did not occur. Former Vice President Biden won the Presidency but that is still being challenged. The Republicans have control of the Senate it...
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