If you have heard of PPLI, and want to learn more about how it can benefit your clients, this is the presentation for you. This webinar discusses: How PPLI (Private Placement Life Insurance works), and how it's...
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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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When setting up an irrevocable life insurance trust (ILIT) as a part of an estate plan, there are several important factors to keep in mind, such as how the trust will be structured to avoid unnecessary gift ta...
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There are several common reasons life insurance trusts are used in an estate plan. Life insurance is an extremely valuable financial planning tool, that when combined with the flexibility and protections of a t...
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Trust Industry Leader Celebrates 25th Anniversary by Opening New Doors Wilmington, DE, June 1, 2022 – On June 1, Peak Trust Company officially opened a new office in Wilmington, Delaware. The company serves e...
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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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