Navigating a New Charitable Landscape The One Big Beautiful Bill Act (OBBBA) brings sweeping changes to charitable giving laws, introducing new deductions, limits, and opportunities for taxpayers. While provisi...
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A New Era in Tax and Estate Planning The recently enacted One Big Beautiful Bill is one of the most sweeping tax reforms in decades, touching scores of provisions that directly and indirectly affect estate plan...
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By Mariam Hall A SLAT trust (Spousal Lifetime Access Trust) is an irrevocable trust created by one spouse for the benefit of the other spouse. The grantor uses their gift tax exemption to make a gift to the SLA...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. Highlights U.S. large-cap stocks ended the second quarter up 10.9%, marking a new record high. U.S. small-cap stocks gained 8.5%, and U.S. ...
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In California, the Private Retirement Trust (PRT) is a statutory exemption tool that allows for the protection of retirement assets from most civil creditors. When structured properly and used in good faith for...
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Completing the Series with a Critical Element In the fourth and final installment of Peak Trust Company’s Private Retirement Trust (PRT) Series, exemption planning attorney Dustin Nichols returns to address o...
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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 ...
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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...
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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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