We’re proud to see our Chief Fiduciary Officer, Abigail O’Connor, featured in Alaska Business Legal Elite! Abigail’s dedication and expertise in trusts and estates are truly remarkable, and this recognition is well-deserved. https://bit.ly/3M6Q7hj #LegalElite #TrustsAndEstates #Leadership
Peak Trust Company
Financial Services
Anchorage, Alaska 2,687 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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We’re Hiring! At Peak Trust Company, we’re looking for driven individuals to join our team. If you're ready to make an impact in the trust and estate planning industry, we want to hear from you. Explore our current job openings and apply today! 🔗 See all open jobs: https://bit.ly/3S7XM2V #Careers #Hiring #JobOpportunities #JoinOurTeam #TrustAndEstates #TrustOfficer #AlaskaJobs #PeakTrustCompany
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Irrevocable trusts play a key role in estate planning, but what happens when circumstances or goals change? Jay R. Larsen, Esq., partner at Gerrard Cox Larsen, outlines how Nevada's progressive trust decanting statutes provide a solution. Learn about the decanting process, restrictions, and how an experienced trustee and legal counsel are essential. Read the full article for insights on this powerful estate planning tool. https://lnkd.in/gDujiFji #IrrevocableTrusts #TrustDecanting #WealthManagement #NevadaTrusts #Decanting #TrustDecanting #NevadaTrusts #EstatePlanning #PeakTrust
Decanting an Irrevocable Trust | Nevada Flexible Decanting
https://www.peaktrust.com
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We're thrilled to welcome Abigail O'Connor as Peak Trust Company's new Chief Fiduciary Officer! With over 15 years of dedicated experience in trusts and estates, Abigail brings a wealth of knowledge to our team. Her expertise spans estate planning, tax strategy, trust administration, and family business succession planning. As the Alaska State Chair of the American College of Trust and Estate Counsel (ACTEC), Abigail is at the forefront of industry developments. Abigail's impressive background includes running her own successful legal practice, where she represented trustees and personal representatives, providing counsel on trust administration and estate probate in Alaska. Her experience covers strategic estate planning for high-net-worth clients, expert navigation of complex legal and financial landscapes, and comprehensive knowledge of various trust structures. She's well-versed in revocable, irrevocable, life insurance, dynasty, and asset protection trusts. Her expertise extends to collaborating with out-of-state attorneys to incorporate Alaska trusts into broader estate plans. She has also held leadership roles in the Anchorage Estate Planning Council and Anchorage Trust & Estate Professionals. Her accolades speak volumes. Abigail holds a Martindale-Hubbell AV rating and a Band 1 ranking by Chambers Private Wealth Law in Alaska. She's a frequent contributor to industry publications and a sought-after speaker at professional events. As our new Chief Fiduciary Officer, Abigail will lead our team of professionals, ensuring the highest standards of trust administration and client service. Her strategic vision and deep industry involvement will be instrumental in advancing Peak Trust Company's mission to deliver unparalleled fiduciary services. Welcome aboard, Abigail! We're excited for the future of Peak Trust Company with your expertise at the helm. https://lnkd.in/g8Wawpuh #WelcomeToTheTeam #PeakTrustCompany #EstatePlanning #FiduciaryServices #TrustAdministration
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In this week’s episode of #TrustTalks, hear from Jenelle Green, Danaya Dews, and Andre Sears as they share their unique experiences working within various departments here at Peak Trust Company. At Peak, we pride ourselves on fostering a dynamic and collaborative work environment across all departments. Our team members discuss the exciting challenges of tax season, the supportive nature of our admin team, the creative synergy in marketing, and the confidence that comes from working alongside trust experts. Watch the video below to learn more about our team's diverse roles and how they contribute to our commitment to excellence in trust services. Stay tuned for our next episode! #PeakTrust #TrustAdministration #EstatePlanning #FiduciaryDuties #ClientService
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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
Alaska Community Property | Peak Trust Company
https://www.peaktrust.com
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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