Spousal Lifetime Access Trusts (SLATs) are one of the most popular advanced estate planning techniques due to the flexibility they provide to families. In light of the sunset of the lifetime exemption at the end of 2025, we expect to see many clients creating a SLAT over the next year and a half.
Join attorneys William V.A. Zorn and Caitlin G. McCurdy as they highlight the key features of a SLAT, compare different funding strategies, and discuss the overall advantages, disadvantages and potential risks. |
