By Mariam Hall, CFMP & Amber Gunn-Holt, CTFA A special needs trust (SNT) is a privately and professionally managed trust set up by one or more persons, called grantors, for the benefit of a person with disa...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. February | 2024 Highlights Despite recession fears and a banking crisis in early 2023, the market rallied with U.S. large cap stocks up 26....
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By Brandon J. Cintula, CTFA, Jonathan G. Blattmachr, JD, LLM, and Abigail E. O’Connor, JD For 75 years, married couples in community property states have enjoyed a tremendous tax advantage when the first spou...
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On this webinar Abigail O'Connor, Jonathan Blattmachr, and Martin M. Shenkman review what was covered at the 58th Annual Heckerling Institute on Estate Planning. The Institute is the preeminent estate planning...
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On this webinar Abigail O'Connor, Jonathan Blattmachr, Chris Lauer, and Martin M. Shenkman have a "deep dive" discussion of the Corporate Transparency Act (CTA). They covered: A quick overview of the CTA (a br...
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On this webinar Christopher Lauer shared the requirements and practical steps estate planning attorneys need to consider before the Corporate Transparency Act (“CTA”) goes into effect on Jan 1, 2024. The...
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What is a Directed Trust? In its simplest form, a directed trust is a trust arrangement that effectively relieves the trustee of specific duties, such as investments or distributions, and requires the trustee t...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. November | 2023 Highlights The S&P 500 ended September down 3.3%, reinforcing September’s reputation as the worst month of the year f...
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Geri Tomich, Esq., discusses Nevada Asset Protection Trust. Nevada is one of the few states, that has a statute that allows the creation of a self-settled spendthrift trust to protect one's assets from c...
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