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Author

Matthew Blattmachr 4 posts 0 comments

Matthew Blattmachr is the President and CEO at Peak Trust Company. He is an active member of the Trust Committee and is responsible for managing account opening, administration and review, in addition to client and vendor relationship management, reviewing and approving trust documents, performing trust and estate administration, discretionary distributions, and performing private foundation creation and administration. Matthew is also on the Board of the Anchorage Senior Center Endowment Fund.

Matthew holds a Master’s in Business Administration from Alaska Pacific University, a Bachelor degree from the University of Alaska Anchorage, a CFP designation from the College of Financial Planning, and has earned a Certified Fiduciary & Investment Risk Management Specialist designation from the Cannon Financial Institute.

Legal Knowledgebase

Estate Planning Strategies When Using Exemptions – Ways to Act Now & Avoid Remorse Later

Matthew Blattmachr Dec 4, 2020
Given the current economy and the uncertainty of today’s political climate, many in the estate planning field have their eyes on Washington, D.C., looking to see if dramatic changes to the current transfer tax structure could be imminent.…
Hot Topics

SECURE Act and CRTs, BDITs and QSSTs: Good Opportunities for Some Clients

Matthew Blattmachr Jun 9, 2020
The Secure Act changed how many clients should plan for and name beneficiaries of retirement assets.
Legal Knowledgebase

Good News for Advisors of IRAs and Qualified Retirement Plans: Choate’s Bible Now is Available…

Matthew Blattmachr May 21, 2015
It has been estimated that there is over $28 billion in qualified retirement plans (QRPs) and Individual Retirement Accounts (IRAs) for Americans. These arrangements offer tremendous financial benefits for the QRP participants and IRA…
Legal Knowledgebase

Securely Creating an Alaska Self-Settled Trust: Don’t Start with a Self-Settled One

Matthew Blattmachr Jun 24, 2013
In the case of In re Huber, entered May 17, 2013, the United States Bankruptcy Court for the Western District of Washington (State), on three grounds, held that an Alaska self-settled trust essentially was invalid with respect to claims of…
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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
    • FAQs
    • Attorney Reviews
    • Contact Us
  • Blog
  • Webinars
    • Hot Topics
    • All Access Pass
    • Roundtable
    • Drafting
    • On-Demand
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  • Resources
    • Discussion Forum
    • Practitioner Referral Network
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    • Practice Development
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Welcome back, Letha Sgritta McDowell CELA

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