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

Podcasts

Estate Planning and Compliance Considerations for Intellectual Property Assets: Brendon Bybee

Legal system that provides protection: Patents, Copyrights and Trademarks Listen to the Podcast...

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Webinars - 15 min

Matrimonial Issues and Trust Planning

Trusts: Planning and Drafting for Divorce. In an equitable distribution jurisdiction, the court may fashion a remedy it deems appropriate for the circumstances of the parties. Even if you say all the assets of ...

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Podcasts - 34 min

Why Use Alaska as Your Estate Planning Jurisdiction: Beth Chapman and Jonathan Blattmachr

Join Beth Chapman and Jonathan Blattmachr on this Peak Trust Company podcast on why you should use Alaska as your estate planning jurisdiction. Hear about the benefits of Alaska estate planning and what makes A...

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Articles - 15 min

Estate Planning Strategies When Using Exemptions

Given the current economy and the uncertainty of today’s political climate, many in the es-tate planning field have their eyes on Washington, D.C., looking to see if dramatic changes to the current transfer t...

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Webinars - 90 min

2020 Estate Planning Challenges & Opportunities

Thank you for joining us for today's presentation on 2020 year-end estate planning strategies to implement now with Carlyn McCaffrey and Jonathan Blattmachr. Watch the video below. View PDF...

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Webinars - 62 min

Don’t Undermine Your 709: Key Considerations for Filing Gift Tax Returns

Beth Shapiro Kaufman talks about why you should not undermine your 709. Beth addresses who needs to file, annual exclusion gifts, special rules for 529 plan contributions and for gift splitting, making QTIP ele...

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Webinars - 60 min

Why Every Estate Planner Needs to Urge All Clients to Use Their Wealth Transfer Exemptions Now

This presentation will explore various planning strategies that practitioners may employ to help clients capitalize on the estate tax environment created by the 2017 tax act, with consideration of these newer d...

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Webinars - 46 min

Shielding Estate Planning Against Litigation

Litigation relating to estate planning seems to be increasing all over the country, and it is not limited to large estates. Proactive steps can be taken now to drastically reduce the chances of your clients' wi...

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Webinars - 15 min

Estate Planning for the Muslim Client

Marriage and Family law Estate Planning Alternative Dispute Resolution Should an Attorney Address Religious Considerations? The Goal of Estate Planning...

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