Spousal Lifetime Access Trusts for Mass Affluent ($1-10M) Taxpayers

CREDITS: 1

CATEGORY: Professional Practice

SPEAKER: Martin M. Shenkman CPA, MBA, PFS, AEP, JD, Founder, Shenkman Law

Spousal lifetime access trusts (“SLATs”) are one of the most common and popular planning tools for clients to use exemption, especially before the exemption amount is cut in half in 2026. But SLATs are not only for clients worth $10-$50 million seeking to use exemption, the SLAT technique can be adapted to be a valuable planning tool for the mass affluent client worth $2-10 million. This presentation will discuss how to modify SLAT planning and capture benefits for this large group of clients. It will focus on practical income tax, estate planning, and asset protection planning benefits.

Topics & Learning Objectives Include:

  • What is a SLAT?
  • How are SLATs Typically Used?
  • Why SLATs are and will Remain An Estate Planning Tool of Choice for Wealthy Clients.
  • Modify “Typical” SLAT Planning for Clients in the $1-$10 Million Wealth Range
  • Maximizing Access to SLATs Especially for Lower Wealth Clients
  • Using SLATs To Protect Client’s Assets
$100.00 $49.00
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