Peak Trust Company

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Conversations with Trust Experts is a monthly podcast where we discuss timely industry topics with top legal practitioners and experts.Peak Trust Company works with attorneys and advisors who want reliable and accessible expertise to help them with their

Peak Trust Company


    • Sep 8, 2023 LATEST EPISODE
    • infrequent NEW EPISODES
    • 33m AVG DURATION
    • 13 EPISODES


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    Latest episodes from Peak Trust Company

    13. Utilizing SMA Programs inside of PPLI & PPVA

    Play Episode Listen Later Sep 8, 2023 54:59


    programs utilizing
    12. Corporate Transparency Act: Chris Lauer

    Play Episode Listen Later Mar 22, 2023 33:03


    corporate lauer transparency act
    11. Estate Planning for Families with Minor Children & Business Owners: Shane Jasmine Young

    Play Episode Listen Later Nov 21, 2022 38:51


    children young families business owners minor estate planning
    10. Private Placement Life Insurance

    Play Episode Listen Later Sep 2, 2022 39:10


    life insurance private placement
    9. Common Trust Drafting Mistakes: Vanessa Kanaga

    Play Episode Listen Later Sep 9, 2021 26:37


    trust mistakes drafting
    8. Estate Planning for Singles: Jonathan Blattmachr & Martin Shenkman

    Play Episode Listen Later Jul 2, 2021 20:02


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    7. Estate Planning and Compliance Considerations for Intellectual Property Assets: Brendan Bybee

    Play Episode Play 30 sec Highlight Listen Later May 29, 2021 30:43


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    6. Irrevocable Life Insurance Trust (ILIT) Fundamentals & Benefits: Janet Tempel, Sr. Trust Officer

    Play Episode Listen Later Mar 31, 2021 29:28


    This episode focuses on the fundamentals of Irrevocable Life Insurance Trusts (ILITs). We spoke with trust expert, Janet Tempel, Senior Trust Officer at Peak Trust Company to cover:What is an Irrevocable Life Insurance Trust?What are the benefits of using an ILIT? How should the attorney/trustee work together to set expectations with clients about the process of setting up an ILIT?How do tax returns for an ILIT work?And much more... 

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    5. Benefits of Nevada's Trust and Estate Laws: Layne Rushforth

    Play Episode Listen Later Feb 17, 2021 38:10


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    4. Trends and Changes in the Estate Planning Community: Vanessa Kanaga

    Play Episode Listen Later Feb 3, 2021 30:08


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    3. Why Use Alaska as Your Estate Planning Jurisdiction: Beth Chapman and Jonathan Blattmachr

    Play Episode Play 18 sec Highlight Listen Later Nov 30, 2020 33:54


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    2. 3 strategies to help your clients save taxes: Rebecca Haines and Joseph Strazzeri

    Play Episode Listen Later Oct 20, 2020 25:32


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    1. What asset protection strategies to discuss with clients now: Gideon Rothschild

    Play Episode Listen Later Oct 20, 2020 29:30


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