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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By Amber Gunn, CTFA and Mariam Hall As the name suggests, a life insurance trust is a trust designed to own life insurance. This type of trust will most often be irrevocable. An irrevocable life insurance trust...
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Anchorage, AK, October 16, 2023 – Last Friday, Peak Trust Company (“Peak Trust”) joined the College of Business and Public Policy (CBPP) at the University of Alaska Anchorage to open the doors to the Firs...
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We sat down with David Reynolds, CFP®, CLU and Chief Marketing Officer from Spearhead Administrative Services and Brian Sak CFP®, CLU®, ChFC® and Managing Partner at Granite Harbor Advisors to discuss how ...
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By Peak Trust Company’s Chief Investment Officer, Lisa Russell, CFA. August | 2023 Highlights The first half of 2023 has been anything but ordinary. On the surface, U.S. stocks continued to push higher during...
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