Peak Trust Company

13 Episodes

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13. Utilizing SMA Programs inside of PPLI & PPVA

2023-09-0854:59

12. Corporate Transparency Act: Chris Lauer

2023-03-2233:03

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

2022-11-2138:51

10. Fundamentals of Private Placement Life Insurance

2022-09-0239:10

Private placement life insurance defined (PPLI)How it worksHow it's different from a traditional insurance policyWho can benefit with client examplesThe best PPLI jurisdictionsEmerging trends and planning opportunities

9. Common Trust Drafting Mistakes: Vanessa Kanaga

2021-09-0926:37

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

2021-07-0220:02

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

2021-05-2930:43

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

2021-03-3129:28

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...

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

2021-02-1738:10

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

2021-02-0330:08

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

2020-11-3033:54

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

2020-10-2025:32

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

2020-10-2029:30

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