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"
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...
"Read More"
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...
"Read More"
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...
"Read More"