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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 attend this very important webinar.

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.

  • Program Title: The Spousal Lifetime Access Trust: Avoiding the Reciprocal Trust Doctrine
  • Speaker:
  • Duration: 86 minutes

Purchase

Includes: MP4 Video (and Audio) Recording of Presentation plus PDF handout materials.

NOTE: PDF Transcript available as an add-on for an additional fee during checkout.

SKU SJO010422IDP

ABOUT THE SPEAKER

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” and the “Top Estate Planning Attorney of 2018” by The Wealth Advisor and one of the Top 100 Attorneys in Worth. He is listed in The Best Lawyers in America® which also named him Las Vegas Trusts and Estates/Tax Law Lawyer of the Year in 2012, 2015, 2016, 2018, 2020 and 2022. Steve has…

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.