Jonathan Blattmachr, The Director of Estate Planning, Peak Trust sharing their experience with the people...
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Financial markets intersection and technology Machine Learning Understanding the Markets Artificial Super Intelligence ...
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Split-dollar life insurance isn’t an insurance product or a reason to buy life insurance. Split-dollar is a strategy that allows the sharing of the cost and benefit of a permanent life insurance policy. Any p...
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Amy Norton, Partner, GIANT Worldwide, talks about influence and what that means. Amy talks from her experience on how to change leadership culture by helping companies create influence and healthy culture in ...
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Carlyn S. McCaffery talks about her thoughts on Grantor Retained Annuity Trusts (GRATs) (Fall 2016)...
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Jonathan Blattmachr discusses Special Trusts and Special Things about Trusts for your Clients (Fall 2016)...
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Karen D. Yardley practices in the areas of estate planning, trust administration and probate. Karen’s estate planning practice includes structuring complex estate plans for high net worth families, the prepar...
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Decanting can be a great way to add flexibility to irrevocable trusts. Beyond correcting scrivener’s errors, resolving ambiguities, or clarifying trust language, decanting allows trustees to change some provi...
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Peak Trust Company hold a workshop called “Drafting Superior Trusts” on September 29, 2016. Covered the following topics: Special Trusts and Special Things about Trusts for Your Clients (Jonathan & Ma...
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