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