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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There are several common reasons life insurance trusts are used in an estate plan. Life insurance is an extremely valuable financial planning tool, that when combined with the flexibility and protections of a t...
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By Jamie Rowley and Mariam Hall A Spousal Lifetime Access Trust (SLAT) is an irrevocable trust created by one spouse for the benefit of the other spouse. The grantor uses their gift tax exemption to make a gift...
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By Amber Gunn, CTFA and Mariam Hall As the name suggests, a life insurance trust is a trust designed to own life insurance. This type of trust will most often be irrevocable. An irrevocable life insurance trust...
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Trust Industry Leader Celebrates 25th Anniversary by Opening New Doors Wilmington, DE, June 1, 2022 – On June 1, Peak Trust Company officially opened a new office in Wilmington, Delaware. The company serves e...
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