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.