Discover the power of Alaska's community property laws in estate planning! Our Chief Fiduciary Officer Abigail O'Connor and Jonathan G. Blattmachr shed light on potential income tax advantages with the use of an Alaska Community Property Trust. Find out how married couples across the U.S. can benefit from a double step-up in basis. Read full article here: https://bit.ly/42qsJ63 #EstatePlanning #TaxAdvantages #AlaskaCommunityProperty #PeakTrust
Peak Trust Company
Financial Services
Anchorage, Alaska 2,634 followers
Trust Administration for Sophisticated Estate Planners
About us
Peak Trust Company, serves estate planners looking for a professional corporate trustee, who want reliable and accessible expertise to help them with their client’s complex trust plans. Peak Trust Company offers the experience and sophistication to help you quickly and accurately establish trusts, backed by easy-to-use trust administration. Unlike traditional banks and trust companies, at Peak Trust Company, your trust is our core business. This enables us to provide a highly customized delivery process tailored to your specific needs and an unbundled service structure; providing everything you need but only what you want. Peak Trust Company serves as trustee of trusts nationwide, specializing in administration for trusts pursuant to Alaska, Nevada, and Delaware law.
- Website
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http://www.peaktrust.com
External link for Peak Trust Company
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Anchorage, Alaska
- Type
- Privately Held
- Founded
- 1997
- Specialties
- Trust Administration and Fiduciary Services
Locations
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Primary
3350 Midtown Pl
Ste 300
Anchorage, Alaska 99503, US
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1840 E Warm Springs Rd
Ste 105
Las Vegas, Nevada 89119, US
Employees at Peak Trust Company
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Nichole King, CTFA
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Donn Lassila, CFIRS
Chief Compliance AML/BSA Officer, Management Executive, Fiduciary Investment Risk Management, Compliance and Trust Industry Business Process…
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Jeannie Fanning
Fiduciary Team Manager at Peak Trust Company
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Jonathan G. Blattmachr
Recognized as one of the most creative Trusts & Estates lawyers in the country and is listed in The Best Lawyers in America.
Updates
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Stay Connected with Peak Trust Company! Interested in a career with us but don’t see the right role just yet? Join our Candidate Network! Sign up to receive updates on future job openings and be the first to know when new opportunities arise. Stay connected and let’s grow together! 🔗 Join Our Candidate Network: https://bit.ly/3w8GMkW #CareerOpportunities #Hiring #JoinOurNetwork #StayConnected #AlaskaJobs #TrustAndEstates #PeakTrustCompany
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What makes Alaska a top-tier trust jurisdiction? Tune in to episode 33 of #TrustTalks as our Senior Fiduciary Officer Amber Gunn discusses the unique advantages of opening your trust in Alaska. At Peak Trust Company, we're proud of our role in helping shape innovative trust legislation. Since the landmark Alaska Trust Act of 1997, which pioneered self-settled asset protection trusts in the U.S., Alaska has continued to lead with forward-thinking statutes that create unparalleled trust planning opportunities. Our ongoing involvement in trust law development, ensures that we always offer cutting-edge planning options. Watch the video below to learn why Alaska's trust laws continue to set the standard. From no state income tax to competitive premium rates, discover why Alaska could be the perfect choice for your trust! https://lnkd.in/grgdsx9A #PeakTrust #TrustAdministration #EstatePlanning #FiduciaryDuties #ClientService
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Join us in welcoming Erica Bradley to Peak Trust Company as an Associate Fiduciary Officer in our Nevada office! Erica brings a strong background in Nevada trust administration and customer service to our team. Her impressive experience includes roles as Trust Administrator and Manager of Trust Administration, where she developed expertise in managing accounts, processing transactions, and maintaining client relationships. We're excited to have Erica's deep industry knowledge and dedication to excellence on board as we continue enhancing our Nevada trust offerings. Her diverse skill set, problem-solving abilities, and commitment to professional growth make her a fantastic addition to the Peak family. Please give Erica a warm welcome as she embarks on this new journey with us! We're thrilled to have her expertise and look forward to the positive impact she'll make in serving our clients. https://lnkd.in/g2BQpWUm #EmployeeSpotlight #NewHire #FinancialLeadership #TrustExpertise #WelcomeToTheTeam #RightMoves #TrustAdministration #PeakTrust
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Join Our Team at Peak Trust Company! We're looking for talented professionals to join our growing team. If you're passionate about trust and estate planning and want to work in a dynamic and supportive environment, check out our current job openings. Apply today and take the next step in your career with us! 🔗 See all open jobs: https://bit.ly/3S7XM2V #Careers #Hiring #JobOpportunities #JoinOurTeam #TrustAndEstates #PeakTrustCompany
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Nevada Directed Trusts offer a unique level of control and flexibility for trust creators and beneficiaries. Learn how these trusts allow for the separation of investment and distribution decisions, and how they can benefit your estate planning. Nevada's favorable trust laws, including strong directed trust statutes, make it a top choice for establishing these modern trusts. This comprehensive article delves into the roles and responsibilities of directed trustees, trust advisors, and trust protectors, and highlights the unique advantages of choosing Nevada. Whether you're an estate planning professional or looking to secure your family's financial future, understanding the intricacies of directed trusts can be a game-changer. Explore the strategies and protections Nevada Directed Trusts offer. Dive into the details now and see how Peak Trust Company can assist you in optimizing your estate plan. https://bit.ly/3xMQcDB #NevadaDirectedTrusts #PeakTrust #NevadaTrusts #Fiduciary #TrustProtector"
Nevada Directed Trust | Peak Trust Company
https://www.peaktrust.com
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We're thrilled to celebrate Nichole King's 5-year milestone with Peak Trust Company! Since 2019, Nichole has been a key pillar of our organization as Fiduciary Officer and head of our Nevada office. Her expertise in complex trust structures has significantly elevated our services, ensuring tailored solutions for our clients' unique financial goals. With over two decades in financial services, Nichole's strategic insights and meticulous approach have strengthened our trust operations and expanded our Nevada presence. Her commitment to professional growth and extensive experience makes her an indispensable asset to Peak. Beyond her role here, Nichole has established herself as a prominent figure in the Nevada trust industry. Aside from being instrumental in launching the Nevada trust conference, she is also an active member of the Southern Nevada Estate Planning Council and the Nevada Bankers Association. Nichole's leadership at Peak, combined with her significant contributions to the trust industry, exemplifies her unwavering dedication to excellence. Congratulations, Nichole, and here’s to many more years of success! #EmployeeSpotlight #WorkAnniversary #FinancialLeadership #TrustExpertise #TrustAdministration #PeakTrust
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In this week's episode of #TrustTalks, hear Jenelle Green, Autumn Tremont, and Andre Sears share some ways they kickstart their workday for success. At Peak, we understand that a strong start leads to exceptional results. Our team begins each day with purpose, whether it's through thoughtful meditation, strategic planning, or simply setting the tone for the day with their favorite songs. Watch the video below to learn more about our team's morning routines and how they contribute to our commitment to excellence. Stay tuned for our next episode! https://lnkd.in/eVQ3uBhS #PeakTrust #TrustAdministration #EstatePlanning #FiduciaryDuties #ClientService
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Congratulations to Lisa Russell on an incredible milestone - 15 years here at Peak Trust Company! Lisa has been an integral part of our team since joining us in 2003. As Chief Investment Officer, she has designed innovative investment programs tailored to the unique needs of our high-net-worth clients and trusts. Her deep expertise ensures our clients receive thoughtful strategies carefully crafted with tax implications in mind. Lisa's commitment to professional growth, combined with her brilliant investment acumen, makes her an invaluable asset to Peak. We are truly fortunate to have her leadership guiding our investment management offerings. Here's to many more years of success! Congratulations again, Lisa, on this wonderful 15-year anniversary. https://lnkd.in/guTQdgBc #EmployeeSpotlight #WorkAnniversary #ClientExperience #ProfessionalExcellence #WealthManagement #PeakTrust #CareerAccomplishment #SuccessStory #Hiring
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♦️ TOMORROW ♦ Monday, June 24, 2024 - 4:00 PM - 5:00 PM EDT Join us with Martin Shenkman and Jonathan G. Blattmachr for a discussion of the Supreme Court holding in Connelly, which requires that redemption agreements be reconsidered. On June 6, 2024, the U.S. Supreme Court issued a unanimous opinion on a closely held business valuation case that will have significant impact on many family and closely held businesses. Connelly v. United States, U.S., No. 23-146, Opinion 6/6/24. The case addressed the valuation of stock in a closely held business and held that the obligation of an entity to buy a deceased equity owner’s shares does not reduce the value of the insurance proceeds received by the entity to fund the buyout. The Supreme Court’s ruling resolves the conflict between the Connelly case and Estate of Blount v. Commissioner which had reached the opposite conclusion. Register here: https://bit.ly/4c71phg In this webinar, we will discuss the Connelly decision, along with the following questions: >> Based on this new development, what should practitioners be telling clients now? >> Will every redemption agreement be adversely affected? Should redemption agreements be restructured as cross-purchase agreements instead? >> Should more insurance be purchased to address potential estate taxes? >> And finally, how will the reduction in the exemption in 2026 exacerbate the negative repercussions of Connelly? Can't attend the webinar? Please register and a recording of the presentation will be sent to you. Register here: https://bit.ly/4c71phg #Connelly #BuySell #BusinessBuyout #CloselyHeldBusiness #FamilyBusiness #SuccessionPlanning #BusinessSuccession #EstateTaxValuation #LifeInsurance #InsuranceProceeds #Redemption #CrossPurchase #Fiduciary #TrustServices #PeakTrustCompany