Knowledge Base

Trust Jurisdiction Comparison Guide

Articles - 15 min

Alaska, Nevada, and Delaware share many of the same benefits for the creation and administration of modern trusts. The choice of one over the other ...

Trust Fundamentals

Estate Planning

Type of Trusts

Current Events

Videos - 70 min

Carlyn S. McCaffery – Drafting Superior GRATs

Carlyn S. McCaffery talks about her thoughts on Grantor Retained Annuity Trusts (GRATs) (Fall 2016)...

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Videos - 78 min

Jonathan Blattmachr- Special Trusts and Special Things about Trusts for your Clients

Jonathan Blattmachr discusses Special Trusts and Special Things about Trusts for your Clients (Fall 2016)...

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Videos - 82 min

Diana S.C Zeydel and Karen D. Yardley- S. Estate Planning for NonCitizens and NonResident Aliens

Karen D. Yardley practices in the areas of estate planning, trust administration and probate. Karen’s estate planning practice includes structuring complex estate plans for high net worth families, the prepar...

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Videos - 77 min

Steve Oshins- Decanting and DAPTs

Decanting can be a great way to add flexibility to irrevocable trusts. Beyond correcting scrivener’s errors, resolving ambiguities, or clarifying trust language, decanting allows trustees to change some provi...

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Videos - 50 min

Drafting Superior Trusts- Group Panel Discussion

Peak Trust Company hold a workshop called “Drafting Superior Trusts” on September 29, 2016. Covered the following topics: Special Trusts and Special Things about Trusts for Your Clients (Jonathan & Ma...

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Videos - 78 min

William D. Lipkind- Non-grantor Trusts w/ Settlor as Direct & Indirect Beneficiary

William D. Lipkind sharing their experience with the people...

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Articles - 15 min

Directed Trusts: A Powerful Tool for Advisors

Competition among wealth managers for high net-worth clients is fierce. In order to attract and retain such clients, wealth managers must now offer a wide range of sophisticated services. For years, two of thes...

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Articles - 15 min

IRS Rules Self-Settled Alaska Trust Will Not Be In Grantor’s Estate

A significant new letter ruling, Ltr. Rul. 200944002, enables planners to provide clients with a strategy that offers not only asset protection, but significant potential estate tax savings and other advantages...

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Articles - 15 min

Supercharged Credit Shelter Trust

Many married individuals adopt an estate plan designed to avoid estate tax on the death of the first spouse to die while taking maximum advantage of the so-called unified credit (also known as the applicable ex...

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