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.
Episodes
13 episodes
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 an...
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39:10
8. Estate Planning for Singles: Jonathan Blattmachr & Martin Shenkman
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Season 1
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Episode 8
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20:02
7. Estate Planning and Compliance Considerations for Intellectual Property Assets: Brendan Bybee
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30:43
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?
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29:28
3. Why Use Alaska as Your Estate Planning Jurisdiction: Beth Chapman and Jonathan Blattmachr
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33:54