INSTANT DOWNLOAD: “The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique”

What If You Could Give Your Clients Access, Protection & Tax Savings — All in One Trust?

Introducing the Spousal Lifetime Access Trust (“SLAT”): A Gifting and Creditor Protection Strategy Every Estate Planner Should Master!

You may have heard of SLATs. But are you actually using them?

Many estate planners still aren’t — while their competitors are. If you’re not using SLATs, you’re likely leaving powerful opportunities on the table for your clients… and your practice.

With the right setup, a SLAT can:

• Move assets outside the taxable estate

• Offer indirect access to those assets

• Provide strong protection from creditors and divorce

• Avoid making a completed gift for gift tax purposes

Sound too good to be true? It’s not. You just need to understand the details — and this training shows you how.

This is why we’ve brought in nationally renowned estate and asset protection planning attorney, Steven J. Oshins, J.D., AEP (Distinguished), for a special presentation entitled, “The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique”.

During this 64-minute presentation, you will learn:

✅ How to explain SLATs to clients so they instantly see the value
✅ When to set up the SLAT as a completed or incomplete gift
✅ How to structure the trust to maximize divorce and creditor protection
✅ Use of the floating spouse provision for future planning
✅ SLAT income tax treatment and community property funding tips
✅ Real-world examples and when to use different SLAT versions

Your clients need this. You need this. And your competitors already know about it. Stay ahead of the curve and deliver next-level value in your planning, because the bottom line is this…if your clients are married and have assets to protect — you need this in your toolbox.

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