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
Peak Trust Company
Financial Services
Anchorage, Alaska 2,575 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
Management Executive, Fiduciary Investment Risk Management, Compliance and Trust Industry Business Process Engineering
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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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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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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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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
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Peak Trust Company reposted this
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
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Understanding Special Needs Trusts: Ensuring Financial Security for Individuals with Disabilities Navigating the financial future for a loved one with special needs can be challenging. A Special Needs Trust (SNT) is an invaluable tool that helps families provide long-term financial security without jeopardizing essential government benefits such as Medicaid and SSI. This article explores the intricacies of setting up and managing an SNT. This comprehensive guide covers critical considerations including: >> Maintaining Government Benefits Eligibility: Learn how an SNT can supplement benefits without disqualifying the beneficiary from means-tested government programs. >> Providing Clear Guidance: Understand the importance of a letter of intent to guide trustees in ensuring the best care for the beneficiary. >> Selecting a Qualified Trustee: Discover why a professional trustee is crucial for managing the trust effectively and avoiding conflicts of interest. By understanding the key components and best practices for establishing a Special Needs Trust, families can secure a better future for their loved ones with disabilities. Read the full article to gain valuable insights and ensure you are well-prepared to make informed decisions. 🔗 Read the full article here: https://bit.ly/4esBNwJ #SpecialNeedsTrusts #FinancialPlanning #TrustsAndEstates #DisabilityPlanning #PeakTrustCompany
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What motivates our team here at Peak Trust Company? Tune in to Episode 31 of #TrustTalks as Mariam Hall, CFMP, Matthew Blattmachr and Kelsey Baldridge reveal the driving forces behind their passion for what they do. Peak's culture empowers each individual to make a meaningful difference each and every day. By fostering an environment of trust and collaboration, every team member feels empowered to take ownership, be innovative, and have a positive impact on the lives of clients. Join us to discover what inspires our team of professionals to consistently go above and beyond. https://lnkd.in/gzer32Fg #PeakTrust #TrustAdministration #EstatePlanning #FiduciaryDuties #ClientService
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Peak Trust Company reposted this
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
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What an incredible experience at the 16th Annual STEP International Tax & Estate Planning Forum! We would like to extend our gratitude to the conference co-chairs, Thomas Giordano-Lascari, Pamela Jensen Drucker, and Paul Sczudlo, for organizing such a valuable event. We also want to thank all the attendees who visited our exhibit and engaged in meaningful conversations. We look forward to building upon the connections made and continuing to provide exceptional trust services to our clients. Until next year! Andre Sears, Mariam Hall, Ashly Wilkins #PeakTrustCompany #STEPLosAngeles #EstatePlanning #TrustServices #InternationalTax #ThankYou