The Corporate Transparency Act (CTA) introduces complex reporting requirements that can significantly impact trusts. If a trust owns equity in a reporting company, individuals named as powerholders may face sub...
"Read More"
By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. November | 2024 Highlights U.S. large-cap stocks gained 5.9% during the third quarter, while U.S. small-cap stocks rose 9.3%. The Bloomberg...
"Read More"
Discover actionable insights for estate planning attorneys following the recent Republican victory. Our expert panel—featuring Martin Shenkman, Jonathan Blattmachr, and Robert Keebler—explores how the new p...
"Read More"
Welcome to our in-depth exploration of Private Placement Life Insurance (PPLI), a sophisticated financial tool designed to help high-net-worth individuals achieve tax-free compounding growth. In this webinar, h...
"Read More"
by William D. Lipkind and Jonathan G. Blattmachr A version of this paper was originally published in the February 2015 Journal of Taxation. Introduction This article will discuss some of the income tax aspects ...
"Read More"
by Abigail E. O’Connor, JD, Mitchell M. Gans, JD, and Jonathan G. Blattmachr, JD, LLM Originally published in Estate Planning magazine, February 2019 Many estate planning attorneys and their clients currently...
"Read More"
Introduction to Private Placement Life Insurance (PPLI) By William D. Lipkind, Matthew D. Blattmachr, and Jonathan G. Blattmachr An Overview of PPLI Private Placement Life Insurance (PPLI) is an advanced...
"Read More"
The Supreme Court's recent decision in the Loper Bright case, handed down in July, marks a pivotal shift in the interpretation and enforcement of federal regulations, including those under the Internal Revenue ...
"Read More"
By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. August | 2024 Highlights U.S. markets delivered mixed results in the second quarter. Large cap stocks climbed 4.3%, while small cap stocks ...
"Read More"