By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. May | 2022 Highlights Geopolitical conflicts, inflation pressures, and rapidly rising rates have all put pressure on both the equity and bo...
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This webinar discusses estate planning for clients who have blended or stepfamilies. Estate planning for clients who have blended or stepfamilies often presents significant and perplexing challenges for estate ...
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This webinar sets the stage with a review of split-dollar life insurance planning. We follow prior cases that held against other taxpayers using similar techniques. Understanding what the taxpayer did right in ...
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The differences between a directed trust and a delegated trust primarily comes down to who has the responsibility for the execution of trustee duties, most commonly, investment and distribution duties. This dif...
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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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