In this presentation, speakers Thomas A. Tietz, Esq., Jonathan G. Blattmachr, Esq. and Martin M. Shenkman, Esq. explore the following questions: - How can practitioners (CPAs, wealth advisers, attorneys, insura...
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Grantor retained annuity trusts (GRATs) provide an opportunity for your client to transfer assets that are appreciating in value to the next generation with little to no income, estate, or gift tax payments bei...
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Life Insurance is a ubiquitous asset that has unique features and is uniquely (and favorably) treated under many legal systems, including for bankruptcy and for tax purposes. It is also one of the least underst...
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This webinar “Flexible Beneficiary Trusts” – covers a trust strategy for keeping assets protected from creditors and potential spendthrift beneficiaries while taking advantage of the generally lower incom...
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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 comes down to what specifically a grantor is trying to accompl...
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Alaska, Nevada, and Delaware all share many of the same benefits for the creation and administration of modern trusts. All three state allow for directed trusts, dynasty or perpetual trusts, self-settled asset ...
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Anchorage, Feb. 08, 2022 -- Peak Trust Company is announcing plans to open a new office in Wilmington, Delaware. Peak Trust Company is a professional trust company headquartered in Anchorage, Alaska, speciali...
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Grantor trusts became one of the most commonly used tools for estate tax planning beginning with the enactment of the Tax Reform Act of 1986 (P.L. 99–514), which substantially reduced the increases in federal...
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This webinar examines the proposed $3.5 trillion spending plan proposed by The House Democrats, and the tax implications. To support that package, the Democrats have proposed tax increases to fund a large porti...
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