Peak Trust Company

About Peak Trust Company

Conversations with Trust Experts is a monthly podcast where we discuss timely industry topics with top legal practitioners and experts.Peak Trust Company works with attorneys and advisors who want reliable and accessible expertise to help them with their client’s complex estate plans. In this series we'll bring you practical advice on common trust challenges, keep you updated on emerging trends, bring you tips for success, and stories from trust experts who really know their stuff.

Publisher

Peak Trust Company

Category

business

Language

en

Explicit

No

First episode

20 Oct 2020

Latest episode

8 Sept 2023

Latest episodes

13 episodes in the feed.

1. 

   8 Sept 2023

   13. Utilizing SMA Programs inside of PPLI & PPVA

2. 

   22 Mar 2023

   12. Corporate Transparency Act: Chris Lauer

3. 

   21 Nov 2022

   11. Estate Planning for Families with Minor Children & Business Owners: Shane Jasmine Young

4. 

   2 Sept 2022

   10. Fundamentals of Private Placement Life Insurance

   Private placement life insurance defined (PPLI)How it worksHow it's different from a traditional insurance policyWho can benefit with client examplesThe best PPLI jurisdictionsEmerging trends and planning opportunities

5. 

   9 Sept 2021

   9. Common Trust Drafting Mistakes: Vanessa Kanaga

6. 

   2 Jul 2021

   8. Estate Planning for Singles: Jonathan Blattmachr & Martin Shenkman

7. 

   29 May 2021

   7. Estate Planning and Compliance Considerations for Intellectual Property Assets: Brendan Bybee

8. 

   31 Mar 2021

   6. Irrevocable Life Insurance Trust (ILIT) Fundamentals & Benefits: Janet Tempel, Sr. Trust Officer

   This episode focuses on the fundamentals of Irrevocable Life Insurance Trusts (ILITs). We spoke with trust expert, Janet Tempel, Senior Trust Officer at Peak Trust Company to cover: What is an Irrevocable Life Insurance Trust?What are the benefits of using an ILIT? How should the attorney/trustee work together to set expectations with clients about the process of setting up an ILIT?How do tax returns for an ILIT work?And much more...

9. 

   17 Feb 2021

   5. Benefits of Nevada's Trust and Estate Laws: Layne Rushforth

10. 

    3 Feb 2021

    4. Trends and Changes in the Estate Planning Community: Vanessa Kanaga

11. 

    30 Nov 2020

    3. Why Use Alaska as Your Estate Planning Jurisdiction: Beth Chapman and Jonathan Blattmachr

12. 

    20 Oct 2020

    1. What asset protection strategies to discuss with clients now: Gideon Rothschild

13. 

    20 Oct 2020

    2. 3 strategies to help your clients save taxes: Rebecca Haines and Joseph Strazzeri

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

1 ratings

Contact Peak Trust Company

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.