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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This webinar discusses estate planning for clients who have blended or stepfamilies. Estate planning for clients who have blended or stepfamilies often presents significant and perplexing challenges for estate ...
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This webinar sets the stage with a review of split-dollar life insurance planning. We follow prior cases that held against other taxpayers using similar techniques. Understanding what the taxpayer did right in ...
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The differences between a directed trust and a delegated trust primarily comes down to who has the responsibility for the execution of trustee duties, most commonly, investment and distribution duties. This dif...
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In this presentation, speakers Thomas A. Tietz, Esq., Jonathan G. Blattmachr, Esq. and Martin M. Shenkman, Esq. explore the following questions: - How can practitioners (CPAs, wealth advisers, attorneys, insura...
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Grantor retained annuity trusts (GRATs) provide an opportunity for your client to transfer assets that are appreciating in value to the next generation with little to no income, estate, or gift tax payments bei...
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Life Insurance is a ubiquitous asset that has unique features and is uniquely (and favorably) treated under many legal systems, including for bankruptcy and for tax purposes. It is also one of the least underst...
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