Peak Trust Company

Peak Trust Company
  • 5.0 (2)
  • INVESTING
  • UPDATED BIMONTHLY
Peak Trust Company

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.

  1. 09/08/2023

    13. Utilizing SMA Programs inside of PPLI & PPVA

    Peak Trust Company

    55 min

  2. 03/22/2023

    12. Corporate Transparency Act: Chris Lauer

    Peak Trust Company

    33 min

  3. 11/21/2022

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

    Peak Trust Company

    39 min

  4. 09/02/2022

    10. Fundamentals of Private Placement Life Insurance

    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

    39 min

  5. 09/09/2021

    9. Common Trust Drafting Mistakes: Vanessa Kanaga

    Peak Trust Company

    27 min

  6. 07/02/2021

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

    Peak Trust Company

    20 min

  7. 05/29/2021

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

    Peak Trust Company

    31 min

  8. 03/31/2021

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

    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...

    29 min
See All (13)

Ratings & Reviews

5
out of 5
2 Ratings

About

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.

Information

  • Creator
    Peak Trust Company
  • Years Active
    2020 - 2023
  • Episodes
    13
  • Rating
    Explicit
  • Copyright
    © 2023 Peak Trust Company
  • Show Website
    Peak Trust Company

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