Gift to support innovation, financial education, and workforce development in the state Anchorage, AK, November 14, 2022 - Peak Trust Company (“Peak Trust”) has announced a $50,000 donation made possible by...
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Wilmington, DE, Nov. 07, 2022 (GLOBE NEWSWIRE) -- Peak Trust Company (“Peak Trust”), a leading professional trust company specializing in structuring effective and efficient trust plans, announced its inten...
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Grantor or Non-Grantor Trust? To understand the basic concepts of the taxation of trusts, we must first understand the concept of a grantor trust versus a non-grantor trust. All trusts are either grantor or non...
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If you have heard of Private Placement Life Insurance, and want to learn more about how it can benefit your clients, this is the presentation for you. This webinar discusses: How Private Placement Life Insuranc...
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This webinar discusses important planning issues and options that are often overlooked in a “typical” Spousal Lifetime Access Trust plan, including: Enhancing access to SLAT assets by using SPAT and DAPT va...
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Looking to understand Private Placement Life Insurance (PPLI)? Listen to this podcast from Peak Trust Company featuring Matt Jones, President of Legacy Capital, as he discusses the fundamentals of Private Place...
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When setting up a Spousal Lifetime Access Trust (SLAT) as a part of an estate plan, there are several considerations to keep in mind, such as who the beneficiaries will be, how the trust will be funded, and avo...
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One trust that married couples should consider when creating an estate plan is a Spousal Lifetime Access Trust (SLAT). A SLAT is an irrevocable trust created by one spouse for the benefit of the other spouse. T...
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When setting up an irrevocable life insurance trust (ILIT) as a part of an estate plan, there are several important factors to keep in mind, such as how the trust will be structured to avoid unnecessary gift ta...
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