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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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