Peak Trust Company

Interested in joining Peak Trust Company but waiting for the perfect fit? Stay ahead by joining our Candidate Network—be the first to know when new opportunities align with your skills. 🔗 Sign up today: https://bit.ly/3w8GMkW Let’s take the next step in your career together! #JoinOurTeam #CandidateNetwork #PeakTrustCompany

We’re proud to announce the inaugural cohort of Peak Trust Company professionals participating in the new Peak Trust Management Certificate Program, developed in partnership with the University of Delaware Professional & Continuing Studies. This first-of-its-kind program was created to meet the evolving needs of the trust industry by offering a real-world, working professional-friendly alternative to traditional, compressed training formats. Over the course of 10 weeks, participants gain and apply critical technical knowledge in real time—building lasting expertise in fiduciary principles, compliance, investment oversight, legal fundamentals, and client communication. At the heart of the program is Jennifer Zelvin McCloskey, an estate planning attorney, former JP Morgan trust officer, and architect of both the University of Delaware Trust Management Minor and the Peak Trust Management Certificate. Jennifer brings unmatched legal and fiduciary expertise—and a rare ability to make trusts and tax engaging, relevant, and even fun. Her passion for helping students succeed is central to the program’s success. At Peak Trust Company, we’re proud to be making a strategic investment in our people—not just for today, but for the future of the profession. Our inaugural participants represent a range of roles and experience levels, united by a shared commitment to excellence: ⭐ James Meier ⭐ Sandra Barta ⭐ Autumn Tremont ⭐ Amber Gunn ⭐ Faydra Ross But this program is about more than just developing our own team. It’s about building a pipeline of fiduciary talent for the industry at large. We believe that when one of us rises, we all rise—and we are committed to investing in the future and raising the bar for fiduciary professionals everywhere. 💻 Enrollment is still open—fiduciary professionals looking to level up their careers and learn from one of the most dynamic educators in the field are encouraged to apply. 🔗 Learn more and apply: https://lnkd.in/gGa26DEj #PeakTrust #TrustEducation #FiduciaryExcellence #ProfessionalDevelopment #TrustManagement #TrustLeadership

Wondering where to begin when establishing a trust? In episode 50 of #TrustTalks, Fiduciary Officers Amber Gunn and Jillian Johnson break down the essential first step in your estate planning journey. As they explain, the process should begin with a conversation with a qualified estate planning attorney—someone who can help clarify your goals, assess potential tax implications, and ensure your wishes are clearly documented for your trustee to carry out with confidence. At Peak Trust Company, we work closely with attorneys and advisors every day to help bring these plans to life. Whether you're establishing a single trust or a complex, multi-jurisdictional structure, our team is here to support your vision at every stage. Tune in to this episode to learn how to get started🎙️ #EstatePlanning #TrustAdministration #PeakTrustCompany

Peak Trust Company is proud to sponsor the 2025 Nevada Tax & Trust Conference, taking place April 22–24 at Caesars Palace. Hosted by the Nevada Fiduciary Association, this annual event brings together leading professionals to explore Nevada’s trust advantages, federal tax updates, and emerging fiduciary strategies. From nationally recognized speakers to premier networking opportunities, this is a must-attend event for anyone in the trust and estate planning space. 📍Join us at the conference! Register now at https://lnkd.in/g_2YQvvQ #NevadaTrustConference #EstatePlanning #Trusts #PeakTrustCompany

Thank you to everyone who made ACTEC 2025 such a memorable experience! Our team truly appreciated the opportunity to connect with so many dedicated professionals in the trust and estate planning community. From thoughtful sessions to insightful conversations at our table and beyond, we leave Palm Springs inspired, energized, and grateful. A special thank you to The American College of Trust and Estate Counsel (ACTEC) for hosting an exceptional event—and to our partners who joined us for a lovely evening at our appreciation dinner. We’re looking forward to what’s ahead and continuing to support the important work being done across the industry. #ACTEC2025 #PeakTrust #TrustAndEstatePlanning #FiduciaryServices

At Peak Trust Company, we are fortunate to have team members who go above and beyond every day—Josephine Cangemi is one of them! Since joining Peak in 2021, Josephine has made a lasting impact, first as the front desk Receptionist in our Nevada office, and now as a Fiduciary Assistant, where she plays a key role in supporting trust administration and client service. Her dedication, reliability, and meticulous attention to detail ensure that client needs are met with accuracy, care, and efficiency. Whether assisting with trust account maintenance, managing client requests, or supporting fiduciary operations, Josephine consistently delivers exceptional service. Beyond her technical expertise, Josephine’s positive attitude and infectious energy uplift those around her. She brings a playful spirit and a sense of humor to the workplace, making even the busiest days brighter. In everything she does, Josephine embodies our core value of Never Fail to Deliver—her dependability and commitment to excellence make her an invaluable asset to our team. Josephine, thank you for all that you do! Your hard work and enthusiasm do not go unnoticed, and we are grateful to have you as part of Peak Trust Company. https://lnkd.in/gWqU2JMC #EmployeeSpotlight #ClientExperience #PeakTrust

Join our team as a trust officer in Las Vegas, Nevada! Peak Trust Company is seeking a skilled and driven trust officer to join our Las Vegas office. In this role, you’ll play a key part in delivering exceptional trust and estate administration services to our clients while building strong relationships with trusted advisors and industry professionals. As a Trust Officer, you will manage client relationships, coordinate with attorneys and advisors, and oversee the implementation of personalized estate plans. You’ll be responsible for reviewing legal documents, guiding beneficiaries and fiduciaries, and ensuring accurate management of trust assets. We are looking for someone with at least three years of experience in trust and estate administration, strong analytical and communication skills, and a high level of professionalism. The ideal candidate is detail-oriented, organized, and comfortable working both independently and collaboratively. At Peak Trust Company, we’re committed to supporting our team’s growth and well-being. We foster a collaborative culture built on integrity, provide ongoing professional development, and offer a competitive benefits package designed to support a healthy work-life balance. If you’re passionate about helping others and ready to take the next step in your career, we invite you to apply and become part of a team that values excellence, service, and long-term success. 🔗 Apply Now: https://lnkd.in/g-WQ-wjA #Hiring #TrustOfficer #LasVegasJobs #EstatePlanning #CareerOpportunities #PeakTrustCompany

📢 STEP NY 2025 is officially underway, and the Peak Trust Company team is ready to connect! As global estate planning grows increasingly complex, our experts are here to discuss strategies for navigating cross-border trust administration, tax-efficient structures, and evolving regulatory landscapes. Stop by our table to discuss: ✅ Advanced trust structures for multinational families ✅ Key advantages of U.S. trust jurisdictions 📍 Let’s connect! Visit our table today or message us to schedule a time to meet. We look forward to insightful conversations and exploring solutions tailored to your clients' needs. #STEPNY #Trusts #EstatePlanning #PeakTrustCompany

Planning for a loved one with disabilities can be complex, but a Special Needs Trust (SNT) provides long-term financial security without affecting essential government benefits like Medicaid and SSI. In this article, Mariam Hall, CFMP, and Amber Gunn-Holt, CTFA break down key considerations, including maintaining government benefits eligibility, the importance of a letter of intent, and the role of a professional trustee in effective trust management. Learn how an SNT can help protect your loved one’s future. Read more here: https://lnkd.in/g6_KXdE4 #SpecialNeedsTrusts #FinancialPlanning #TrustsAndEstates #DisabilityPlanning #PeakTrustCompany

🌟 Meet the Peak team at the 20th Annual International Estate Planning Institute, presented by New York State Bar Association Association (NYSBA) and STEP NY! With deep expertise in estate planning and trust administration, our team is ready to share insights and build meaningful connections throughout the conference: 🔹Matthew Blattmachr, President & CEO – A leader in advancing modern trust structures, Matt has played a key role in shaping trust laws to optimize flexibility and efficiency for high-net-worth families and their advisors. His expertise spans the administration of private placement life insurance trusts, grantor trusts, and charitable trusts. 🔹Abigail O'Connor, Chief Fiduciary Officer – With over 15 years of experience, Abigail specializes in trust structuring, tax-efficient wealth transfer, and fiduciary best practices. She leads Peak Trust Company’s fiduciary operations, working closely with advisors and clients on customized estate planning strategies. As the Alaska State Chair for The American College of Trust and Estate Counsel (ACTEC) she is a recognized thought leader in the industry. 🔹 Andre Sears, Business Development Officer – With over 20 years of experience in business development, marketing, and fiduciary services, Andre serves as a key resource for Peak’s clients and referral partners across the country. He brings a strong background in IRAs, trust administration, and relationship management, and works closely with advisors to explore and implement tailored trust solutions. 🔹Amber Gunn, Senior Fiduciary Officer – With over a decade of experience at Peak Trust Company, Amber specializes in the administration of trusts and IRA accounts, including life insurance trusts, trusteed IRAs, and self-directed IRAs holding alternative assets. She is an active member of the Anchorage Estate Planning Council and has co-authored articles on charitable trust planning and IRAs. Amber’s deep fiduciary expertise ensures clients receive thoughtful and strategic trust administration solutions. We’re excited to attend STEP NY and to connect with fellow professionals who share a passion for trust and estate planning. Stop by our table or message us to set up a time to chat! #STEPNY #TrustsAndEstates #InternationalEstatePlanning #PeakTrustCompany