Gift to support innovation, financial education, and workforce development in the state Anchorage, AK, November 14, 2022 - Peak Trust Company (“Peak Trust”) has announced a $50,000 donation made possible by...
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Wilmington, DE, Nov. 07, 2022 (GLOBE NEWSWIRE) -- Peak Trust Company (“Peak Trust”), a leading professional trust company specializing in structuring effective and efficient trust plans, announced its inten...
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Grantor or Non-Grantor Trust? To understand the basic concepts of the taxation of trusts, we must first understand the concept of a grantor trust versus a non-grantor trust. All trusts are either grantor or non...
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If you have heard of Private Placement Life Insurance, and want to learn more about how it can benefit your clients, this is the presentation for you. This webinar discusses: How Private Placement Life Insuranc...
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This webinar discusses important planning issues and options that are often overlooked in a “typical” Spousal Lifetime Access Trust plan, including: Enhancing access to SLAT assets by using SPAT and DAPT va...
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In this podcast Brandon Centula, Senior Vice President and Chief Fiduciary Officer of Peak Trust Company, discusses the Fundamentals of Private Placement Life Insurance with Matt Jones, President of Legacy Capi...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. August | 2022 Highlights More rate hikes likely with inflation remaining stubbornly high Recession fears are lurking but key recession indi...
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When setting up a Spousal Lifetime Access Trust (SLAT) as a part of an estate plan, there are several considerations to keep in mind, such as who the beneficiaries will be, how the trust will be funded, and avo...
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One trust that married couples should consider when creating an estate plan is a Spousal Lifetime Access Trust (SLAT). A SLAT is an irrevocable trust created by one spouse for the benefit of the other spouse. T...
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