Do You Understand and Use SLATs?
(If not, you may be missing out!)

You may have heard about Spousal Lifetime Access Trusts, otherwise known as SLATs.  But are you actually using them in your practice?  Well, your competitors are!

Whether you use SLATs to make completed gifts for estate tax purposes or you just use them as a creditor protection tool, your knowledge of SLATs is fundamental to your practice, given the current tax and creditor protection environment.

Join us and nationally renowned estate planning and creditor protection attorney Steve Oshins for a very timely presentation entitled, “The Spousal Lifetime Access Trust:  A Gifting and Creditor Protection Technique”.

If you’re an attorney, CPA, life insurance advisor, investment advisor or trust officer, you need to know:

  • How and why to use a SLAT
  • Different strategies for funding the SLAT for gifting versus pure creditor protection
  • How to best design the SLAT to obtain the greatest amount of creditor protection
  • Who can be trustees and how much control the settlor can retain
  • Program Title: The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique
  • Speaker:
  • Duration: 90 minutes

Steven J. Oshins

Esq., AEP (Distinguished)
Steven J. Oshins

Steven J. Oshins, Esq., AEP (Distinguished) is a member of the Law Offices of Oshins & Associates, LLC in Las Vegas, Nevada. He was inducted into the NAEPC Estate Planning Hall of Fame® in 2011.  He has been named one of the 24 “Elite Estate Planning Attorneys” in America by The Trust Advisor and one of the Top 100 Attorneys in Worth. He is listed in The Best Lawyers in America® and was named the Las Vegas Trusts and Estates Lawyer of the Year in 2012, 2015 and 2018 and the Las Vegas Tax Law Lawyer of the Year in 2016.

Steve has been very active in helping get some of the most valuable trust and creditor protection laws passed in Nevada including the 365-year Nevada dynasty trust law, the charging order laws for Nevada limited liability companies, limited partnerships and corporations and the Restricted LLC and Restricted LP laws allowing for larger valuation discounts than any other state allows.

IMPORTANT NOTICE REGARDING CE CREDIT

The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

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