Upcoming Trust and Estate Planning Events

As a market leader we stay current and share knowledge at many trust and estate planning events each year. Peak Trust Company attends and is invited to be a guest speaker at several conferences, conventions and meetings for the trust community. We invite you to meet us at any of the below events to gain additional insight and learn more about how we can help you.

19th Annual International Estate Planning Institute

3/14/2024

The 19th Annual International Estate Planning Institute is March 14 – 15, 2024 in New York. We are looking forward to the conference and are delighted to be an exhibiting sponsor. Peak Trust Company serves estate planners looking for a professional corporate trustee, who want reliable and accessible expertise to help them with their client’s complex trust plans.

Jamie Rowley, Director of Fiduciary Services, and Mariam Hall, Marketing & Communications Coordinator, will be in attendance. Please come by our booth to learn more about Peak Trust Company and the services we provide.

 

3rd Annual Nevada Trust Conference

4/29/2024

The 2024 Nevada Trust Conference is being held April 29 – May 01, 2024 at Caesars Palace, Las Vegas. The conference offers top level education, professional development opportunities and networking, Earn up to 20 CE hours for most designations.

Peak Trust Company serves estate planners looking for a professional corporate trustee, who want reliable and accessible expertise to help them with their client’s complex trust plans. We are a Gold sponsor and look forward to seeing you there.

 

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