Peak Trust Company
by Peak Trust CompanyConversations 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.
Copyright: © 2023 Peak Trust Company
Episodes
11. Estate Planning for Families with Minor Children & Business Owners: Shane Jasmine Young
38m · Published10. Fundamentals of Private Placement Life Insurance
39m · Published- Private placement life insurance defined (PPLI)
- How it works
- How it's different from a traditional insurance policy
- Who can benefit with client examples
- The best PPLI jurisdictions
- Emerging trends and planning opportunities
7. Estate Planning and Compliance Considerations for Intellectual Property Assets: Brendan Bybee
30m · Published6. Irrevocable Life Insurance Trust (ILIT) Fundamentals & Benefits: Janet Tempel, Sr. Trust Officer
29m · PublishedThis 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...
Peak Trust Company has 13 episodes in total of non- explicit content. Total playtime is 7:10:07. The language of the podcast is English. This podcast has been added on October 26th 2022. It might contain more episodes than the ones shown here. It was last updated on April 21st, 2024 21:40.
