INSTANT DOWNLOAD: “The Spousal Lifetime Access Trust: Avoiding the Reciprocal Trust Doctrine”

Why You Should Be Recommending
SLATs to Your Clients RIGHT NOW!

The Spousal Lifetime Access Trust (“SLAT”) has become one of the most discussed trust options since the settlor can retain access to the trust assets through distributions to the settlor’s spouse.  Especially with the potential of the estate and gift tax exemption being reduced, estate planners are creating SLATs at a rate never before seen.

But what about the Reciprocal Trust Doctrine?

The Estate of Grace case has left estate planners with a number of traps and tricks to be aware of to avoid estate inclusion risk.  Whether you’re an attorney, an accountant, a trust officer or a financial planner, it is crucial for you to understand this very important planning concept.

This is why we have brought in one of the nation’s leading experts on this topic, nationally renowned estate and asset protection planning attorney, Steven J. Oshins, J.D., AEP (Distinguished).  He has put together a special program titled “The Spousal Lifetime Access Trust: Avoiding the Reciprocal Trust Doctrine”.

During this 86-minute program, you will learn:

• The key components of a SLAT and why it is used

• How the Reciprocal Trust Doctrine works and why the Estate of Grace case is a must-read

• The countless quotes straight from the Estate of Grace case and what they mean for the estate planner

• The differences between the “substantially similar” and “interrelated” terminology

• Ways that attorneys draft differences in SLATs to try to avoid the Reciprocal Trust Doctrine

• Why relying on the Estate of Levy case is misguided

• Five different options to avoid the Reciprocal Trust Doctrine

• Risk management of using SLATs

• And much, much more!

Your purchase includes an instantly downloadable video and audio recording, along with PDF handout materials.  A PDF transcript is available as an add-on for an additional fee.