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Peak Trust Company

Author: 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 client’s complex estate plans. In this series we'll bring you practical advice on common trust challenges, keep you updated on emerging trends, bring you tips for success, and stories from trust experts who really know their stuff.
12 Episodes
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
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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