“Spousal Limited Access Trusts (SLAT)” White Paper

Reduce Estate Taxes Without Giving Up Access—The Power of SLATs

In this practical 4-page white paper, nationally renowned CPA and tax expert Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) explains how Spousal Limited Access Trusts (SLATs) can help married couples transfer wealth outside of their taxable estate while preserving indirect access to those assets. Keebler covers key structuring tips, tax benefits, and planning traps, making this a must-read for estate planners, CPAs, and advisors working with high-net-worth clients seeking tax-efficient legacy strategies.