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Douglas Blattmachr 3 posts 0 comments

Douglas Blattmachr founded Peak Trust Company, formerly Alaska Trust Company, in 1997. Douglas served as the President and CEO from 1997 until 2018. Douglas currently serves as Chairman of the board and continues to serve in an advisory capacity for the company as well as board management. He brings with him over 40 years of trust and investment management experience. Prior to starting Peak Trust Company, he was Senior Vice President and Chief Investment Officer for a $5 billion trust division at WestOne, President & CEO of Neuberger & Berman Trust Company, and headed up the D.A. Davidson Trust Company.

In 1996 Douglas along with his brother Jonathan Blattmachr took an active role in the passage of the Alaska Trust Act, which ultimately passed in 1997. This groundbreaking legislation set the model for modern trust legislation across all top trust jurisdictions in the nation today. From 1997 until 2018, Douglas maintained a major role in the passage of trust and estate-related legislation in Alaska, and was instrumental in the passage of numerous bills over that time period.

Douglas has taught investment management at the university level and has been a speaker at many seminars on investments, retirement plans, and estate planning. He has also written or co-authored numerous articles on estate planning and investment topics.

Douglas holds a Master of Business Administration in Banking and Finance from Adelphi University, a Bachelor of Science degree from Clemson University, and is a graduate of Pacific Coast Banking School.

All Access Pass

Flex Your Beneficiaries: How to Reduce Trust Income Taxes and Maintain Creditor Protection

Douglas Blattmachr Feb 10, 2022
InterActive Legal, Peak Trust Company, and Shenkman Law invite you to a complimentary webinar on “Flexible Beneficiary Trusts” – a trust design strategy for keeping assets protected from creditors and potential spendthrift beneficiaries…
Legal Knowledgebase

Efficient Use of the New $5 Million Gift and GST Tax Exemption

Douglas Blattmachr May 15, 2011
It seems like an extraordinary event. The gift tax exemption has grown from $30,000 in 1976 to $1 million through the end of 2010 and to $5 million for 2011 and 2012. The GST and estate tax exemptions also grew to $5 million for 2010, 2011…
Legal Knowledgebase

IRS Rules Self-Settled Alaska Trust Will not be in Grantor’s Estate

Douglas Blattmachr Jan 15, 2010
Until 1997, it appeared that, under the law of all American states, any trust an individual created or "settled" for himself or herself (a so-called self-settled trust) was permanently subject to the claims of creditors of the grantor…
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Profile
  • [ils-saas-sso-login-default]
  • Home
  • Solutions
    • Wealth Transfer Planning
    • Elder Law Planning
    • Essential Estate Planning
    • Retirement Benefits Planning
    • Firearms Trust Planning
    • Law School Program
    • Educational Resources
    • Testimonials
  • CTA Resources
  • Academy
    • Estate Planning – Tax
    • Estate Planning – Basics
    • Faculty
    • CLE Approved
    • Tuition
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    • Contact Us
  • Blog
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Welcome back, Letha Sgritta McDowell CELA

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