Directed trusts are a relatively modern estate planning tool that allow for the separation of investment management and trustee duties. With a directed trust, the trustee has limited responsibilities, and the g...
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On this webinar we discuss how Spousal Lifetime Access Trusts (“SLATs”) are ubiquitous in estate planning. As clients plan to use exemptions before it is reduced by half in 2026 the issue of access to SLAT ...
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We sat down with Christopher P. Lauer, Attorney at Manley & Brautigam, P.C. to discuss the Corporate Transparency Act (CTA), and how it will affect estate planning attorneys. Our conversation covered: What...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. February | 2023 Highlights As inflation showed signs of slowing in the fourth quarter, both stocks and bonds recovered some of their losses...
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Anchorage, AK, February 1st, 2023 — Peak Trust Company (“Peak Trust”) has announced a $10,500 donation to the University of Alaska Southeast’s (UAS) Senator Ted Stevens Legislative Internship Program, a...
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As we look back on 2022, we’d like to take a moment to reflect on the milestones we reached together. This year we celebrated 25 years at Peak Trust Company! From first opening our doors in Alaska back in 199...
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In this webinar we discuss 2022 estate planning and year end considerations, including: Pros and cons of annual gifts and nuances such as GST implications Whether practitioners should encourage clients to take ...
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We sat down with Shane Jasmine Young, Attorney and Founder of Young Law Group, to discuss estate planning for families and estate planning for business owners. Our conversation covered: Common misconceptions ab...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. November | 2022 Highlights In the first half of the quarter, stocks and bonds rallied on the hopes of a Fed policy pivot, but a sharp rever...
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