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Secure Act Financial CRT BDIT QSST

Peak Trust Company|June 10, 2020

SECURE act and CRTs, BDITs and QSSTs: Good Opportunities for Some

https://youtu.be/r6mkzoVVHiQ
This entry was posted in Webinars on June 10, 2020 by Peak Trust Company.

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  • What is a Spousal Lifetime Access Trust (SLAT)?

Who We Serve

  • Attorneys
  • Families
  • Financial Advisors

Services

  • Trustee Services
  • Delegated Trust
  • Irrevocable Life Insurance Trust
  • Trusteed IRA
  • Self-Directed IRA
  • Custodial Services
  • Donor – Advised Fund
  • Family Legacy & Generational Planning
  • Private Foundation Services
  • Personal Representative Services

Process

  • Get Started
  • Jurisdictions
  • Sample Trusts

Jurisdictions

  • Which Jurisdiction Is Right For You?
  • Advantages of Top Trust States

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