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"
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...
"Read More"
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...
"Read More"
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...
"Read More"
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.......
"Read More"
The step-transaction doctrine is an essential yet often overlooked principle in estate planning and tax strategy. It allows the IRS to reclassify a series of formally separate steps as a single integrated trans...
"Read More"