Peak Trust Company

In this week’s episode of #TrustTalks, meet Kelsey Baldridge, our People Development Coordinator, as she shares her role in fostering Peak’s culture of growth and development. At Peak, we are committed to investing in every team member, empowering them to thrive, grow, and contribute meaningfully to fulfilling grantors’ intentions for future generations—all while upholding the highest fiduciary standards. Tune in to this inspiring episode and discover what makes Peak Trust Company such a great place to work! https://lnkd.in/eTG_QRr2 #PeakTrust #TrustAdministration #EstatePlanning #ClientServices

Stay Connected with Our Candidate Network! Looking to build a career at Peak Trust Company but waiting for the right role? Join our Candidate Network to get updates on future job openings tailored to your interests. Be among the first to hear about new opportunities! 🔗 Join here: https://bit.ly/3w8GMkW #CareerUpdates #Hiring #JoinOurNetwork #FutureOpportunities #PeakTrustCompany

📅 Step Transaction Doctrine – A Key Concern for Successful Planning Join leading experts, including Jonathan Blattmachr, Alan Gassman, Robert Keebler, Martin Shenkman, and Thomas Tietz, for a deep dive into the Step-Transaction Doctrine—a critical consideration in navigating IRS challenges and preparing for compressed planning periods. Learn practical strategies, explore case law, and gain actionable insights to help safeguard your clients' plans. 🗓 Date: December 5, 2024 ⏰ Time: 4:00–5:30 PM ET Register today to secure your spot! https://lnkd.in/g5ZHNfej #EstatePlanning #TaxPlanning #TrustsAndEstates

Happy Thanksgiving from all of us here at Peak Trust Company! 🦃🍂 Today, we’re thankful for the trust you place in us, the relationships we’ve built, and the opportunity to support your goals. As we gather with loved ones and reflect on life’s many blessings, we hope your day is filled with gratitude, joy, and cherished moments. Here's to celebrating togetherness and looking ahead to a bright future! 🧡 #Thanksgiving #Gratitude #PeakTrust

Discover how SPATs (Special Power of Appointment Trusts) offer a versatile alternative to traditional Domestic Asset Protection Trusts (DAPTs) in this insightful article by Abigail O'Connor, Mitchell M. Gans, and Jonathan G. Blattmachr. If you're looking to enhance asset protection or explore flexible options for long-term financial security, SPATs may provide the adaptable solutions you need. 🔗 Read more: https://lnkd.in/gzpX6bJH

We’re delighted to welcome Brent S. Liner, J.D., MTWM, CTFA to Peak Trust Company as a Senior Fiduciary Officer in our Alaska Office! Brent brings a decade of experience in trust administration and wealth management, with a proven track record of managing complex trust accounts, streamlining operational workflows, and mentoring teams to achieve outstanding results. In his previous leadership roles, Brent successfully modernized trust administration processes and served as a trusted subject matter expert, delivering impactful training programs in trust services. Beyond his professional achievements, Brent is deeply involved in advancing the industry. He has contributed to legislative evaluations through the Pennsylvania Bankers Association Trust Advisory Committee and actively participated in Estate Planning Councils and Wealth Management Conferences. We’re excited about the expertise, leadership, and innovative perspective Brent brings to Peak Trust Company. We look forward to the positive impact he will make on our team, clients, and the industry as a whole. Welcome aboard, Brent! #EmployeeSpotlight #TrustExcellence #FiduciaryLeadership #PeakTrust

Stay ahead of the curve with this must-watch webinar recording! Our panel of experts—Jonathan G. Blattmachr, Alan Gassman, Chriseanna Mitchell, and Martin Shenkman—share actionable insights to help you navigate the CTA filing requirements with confidence. In this session, we cover: ✅ FinCEN’s Beneficial Ownership Guidance and trust filing implications. ✅ Challenges and unanswered questions for trusts owning entities. ✅ Strategies to ensure compliance before the 2024 year-end deadline. 📢 Don’t miss out on this valuable resource—watch now and get the clarity you need! Click below to view the recording: https://lnkd.in/gph2HUCy #CTA #CorporateTransparencyAct #TrustPlanning #Compliance #PeakTrust

At Peak Trust Company, we understand the power of gratitude in fostering meaningful connections. As Thanksgiving approaches, we’re revisiting a special edition of #TrustTalks, where our team shares what they’re most thankful for this season. In this video, team members reflect on the relationships, opportunities, and moments that bring them joy and purpose. Their thoughtful words remind us of the importance of pausing to appreciate the things that truly matter. Watch the video below and let us know what you are grateful for this year in the comments below! 🍂💛 https://lnkd.in/gwCwFu4m #Thanksgiving #Gratitude #TrustAdministration #PeakTrustCompany #TrustTalks

🚨 The Corporate Transparency Act (CTA) Deadline is Fast Approaching! 🚨 Are you prepared to navigate the complexities of the CTA filing requirements? If a trust is an equity owner of a reporting company, the reporting obligations for individuals named as powerholders can be significant—and often ambiguous. Join us for a complimentary webinar where renowned experts Jonathan G. Blattmachr, Alan Gassman, Chriseanna Mitchell, and Martin Shenkman will provide critical insights on: ✅ FinCEN’s Beneficial Ownership Guidance and its impact on trust filings. ✅ Unanswered questions and challenges for trusts owning entities. ✅ Practical strategies to address the complexities before the end-of-year 2024 filing deadline. 🗓️ Date: November 21, 2024 🕒 Time: 4PM EST 📍 Location: Online 📢 Don’t miss this opportunity to get clarity and guidance on this critical topic! 👉 Register now: https://bit.ly/3YPhCCc #CTA #CorporateTransparencyAct #Webinar #TrustPlanning #Compliance #PeakTrust

Peak Trust Company is expanding, and we’re seeking talented individuals to join our dedicated team. If you're passionate about making a difference in the trust and estate planning field, this is your chance to contribute and grow with us. Discover our latest job openings and take the next step in your career. Apply today! 🔗 View all open positions: https://bit.ly/3S7XM2V #Careers #Hiring #JobOpportunities #JoinOurTeam #TrustAndEstates #TrustOfficer #AlaskaJobs #PeakTrustCompany