Sign up to save your podcasts
Or
Share Peak Trust Company
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Peak Trust Company episodes
- 55 min
- 34 min
- 39 min
- 10. Fundamentals of Private Placement Life Insurance
- 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
40 min - 27 min
- 21 min
- 31 min
- 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?
- 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...
30 min - 39 min
- 31 min
About Peak Trust Company
From the publisher's feed
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.