Peak Trust Company

We're thrilled to announce Autumn Tremont's promotion to the role of Associate Fiduciary Officer here at Peak Trust Company! Since joining us in 2023, Autumn has proven herself to be an exemplary team member. Her journey from Fiduciary Assistant to this new position showcases her strong work ethic and remarkable ability to quickly grasp new concepts. Autumn consistently demonstrates an unwavering commitment to our core value of always providing knowledgeable and prompt services for our clients. Autumn's attention to detail, organizational skills, and dedication to client satisfaction have been key factors in her professional development. In her new position, she will play a crucial role in administering trusts and continuing to enhance our client onboarding processes. We're especially proud to note that Autumn has recently passed the Cannon Trust School I exam, further solidifying her expertise in trust administration. We're eager to witness Autumn's continued contributions to Peak's mission of providing top-tier fiduciary services. This promotion marks an exciting new chapter in her career trajectory. Kudos on your well-earned advancement, Autumn! https://lnkd.in/gaSZyhQm #EmployeeSpotlight #CareerGrowth #ClientExperience #ProfessionalExcellence #PeakTrust #OperationsExpertise #SuccessStory #Hiring

?? Join Us for an Exclusive Webinar on Private Placement Life Insurance (PPLI) – Hosted by the American Bar Association (ABA) in collaboration with Peak Trust Company! Discover how tax-free compounding can significantly enhance long-term investment success. In this in-depth webinar, Jonathan G. Blattmachr, William Lipkind and Matthew Blattmachr will explore advanced tax planning strategies and the powerful benefits of Private Placement Life Insurance (PPLI) for estate planning. What You’ll Learn: ?? How tax-free compounding can accelerate long-term wealth accumulation ?? Key strategies for minimizing income and estate taxes using PPLI ?? Insights into the Investor Control Doctrine and its impact on PPLI ?? Date: October 16, 2024 ?? Time: 1 PM Eastern Time ?? CLE Credits: Available for live attendees Register now: https://bit.ly/489DnB7 #PPLI #TaxFreeCompounding #CLE #EstatePlanning #WealthManagement

Peak Trust Company is proud to support the University of Alaska Anchorage College of Business and Public Policy Showcase!

Exploring Special Needs Trusts: Securing Financial Stability for Those with Disabilities Planning for a loved one with special needs can be complex. A Special Needs Trust (SNT) is a powerful tool that ensures long-term financial security while preserving crucial benefits like Medicaid and SSI. This article by Mariam Hall, CFMP, and Amber Gunn delves into: * Preserving Benefits: How a SNT can enhance support without impacting eligibility for government programs. * Clear Direction: The role of a letter of intent in guiding trustees to provide optimal care. * Choosing the Right Trustee: Why selecting a skilled trustee is vital for effective trust management. Understand the essentials of setting up and managing a SNT to secure a better future for your loved ones. Read more here: https://lnkd.in/g_bj7SUT #SpecialNeedsTrusts #FinancialPlanning #TrustsAndEstates #DisabilityPlanning #PeakTrustCompany

?? Ready to connect? We’re excited to be at the 50th Annual Notre Dame Tax & Estate Planning Institute! Stop by and meet our team—Andre Sears, Mariam Hall, CFMP, and Nichole King, CTFA—at the Century Center in South Bend, Indiana. Whether you want to discuss the latest in tax and estate planning or just say hello, we’re here and ready to chat. Let’s explore how Peak Trust Company can provide exceptional fiduciary solutions for you and your clients. #NotreDameInstitute #PeakTrust #TaxPlanning #EstatePlanning

In Episode 38 of #TrustTalks, our President & CEO, Matthew Blattmachr, reflects on the achievements he’s most proud of here at Peak. While big milestones like expansion and growth are important, Matthew emphasizes that it’s the small, everyday decisions—the ones that keep us aligned with our core values—that often have the greatest impact. Watch the video below to hear more, and stay tuned for the next episode! https://lnkd.in/dHuhMzXt #PeakTrust #TrustAdministration #EstatePlanning #ClientServices

Meet the Peak Trust Team at the 50th Annual Notre Dame Tax & Estate Planning Institute! We’re excited to have Andre Sears, Mariam Hall, CFMP, and Nichole King, CTFA representing us at this incredible event in South Bend, Indiana from September 25-27, 2024. They’re ready to connect, share insights, and discuss the latest trends in tax and estate planning. Don’t miss your chance to meet our team and explore how we can collaborate to provide exceptional solutions and top-tier fiduciary services for our clients. See you at the Century Center! #NotreDameInstitute #PeakTrust #TaxPlanning #EstatePlanning

We had a fantastic time at the second annual University of Delaware Trust Management Minor Golf Classic! ? We are especially thrilled to be there in support of the Trust Management Minor program, which is doing incredible work to shape the future of trust and estate professionals. Our team members, Andre Sears and Nichole King, CTFA, hit the greens alongside our colleague Scott Swenson while Danaya Dews volunteered to help make sure the event ran smoothly. It was a great opportunity to connect with so many trust professionals and gain valuable insights from them. A huge thank you to Jennifer Zelvin McCloskey for organizing this event and to the Alfred Lerner College of Business & Economics at University of Delaware for their dedication to advancing education in this vital industry. We’re proud to support such an amazing cause! #TrustManagement #GolfClassic #UniversityOfDelaware #PeakTrust

Celebrating a Decade of Excellence: Janet Tempel's 10-Year Journey with Peak Trust Company! Today, we honor Janet Tempel's 10-year milestone as a Senior Fiduciary Officer. Since 2014, Janet's unique blend of trust administration expertise and legal acumen has helped in elevating our client services and expanding our offerings. Janet's impact extends beyond Peak Trust Company. In addition to her involvement in Alaska’s overall estate planning community, she is also an active member of the Anchorage Estate planning Council where she previously served as a board member. Additionally, her commitment to service is evident in her work with various non-profit boards. Congratulations, Janet! Your decade of service, community involvement, and unwavering commitment to excellence have made a lasting impact. We're proud of your achievements and excited for our continued success together. https://lnkd.in/gidj_7NJ #WorkAnniversary #TrustAdministration #EstatePlanning #PeakTrust

We are pleased to announce that Julie Wrigley has been appointed as the Audit Committee Chair of Peak Trust Company’s Board of Directors! Since joining our board in November 2023, Julie has contributed invaluable legal and industry expertise, with a strong focus on fostering the next generation of leaders in the trust industry. With her extensive background as an estate planning lawyer and her current roles as an Associate Professor and Interim Associate Dean at University of Alaska Anchorage College of Business and Public Policy Julie is uniquely positioned to lead our Audit Committee with excellence. Her dedication to both professional and community service makes her a perfect fit for this important role. Read more about Julie’s vision and impact: https://bit.ly/4gByV1N