Search

Spousal Lifetime Access Trust– Drafting Considerations, Gifting Strategy, and Potential Pitfalls

Having avoided the Congressional chopping block in 2021, Spousal Lifetime Access Trusts, or SLATs, continue to be a popular gift planning vehicle for married couples. This session will explore what makes SLATs so popular, with examples of many of the common provisions and drafting considerations for these trusts. In addition, this discussion will touch on maximizing clients’ gifting strategies through one or more SLATs, the reciprocal trust doctrine, the effects of divorce, and providing flexibility for changes in circumstances.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P9004-22E-08AX
$80.00 or 1.00 credits
decrease increase

Faculty:

Joe Blumberg, Northern Trust, Chicago
Jessica L. Coutré,
Levenfeld Pearlstein LLC, Chicago

Originally presented as part of the 65th Annual Estate Planning Short Course - 2022

Expires: 9/30/2024

Faculty:

Joe Blumberg, Northern Trust, Chicago
Jessica L. Coutré,
Levenfeld Pearlstein LLC, Chicago

Originally presented as part of the 65th Annual Estate Planning Short Course - 2022

Expires: 9/30/2024

Products specifications
Program Date5/23 - 5/24/2022
Products specifications
Program Date5/23 - 5/24/2022
Product tags
Customers who bought this item also bought

Construing and Modifying Wills & Irrevocable Trusts-Litigating Disputed Estates and Trusts

P2208-22E-06X
Fiduciaries, beneficiaries, and other interested parties often encounter circumstances necessitating a petition to a court of equity to modify or construe a testamentary instrument. This session discusses options under Illinois law to construe or modify irrevocable trusts and wills.
$30.00

What Was That Tax Bracket? Federal Income Tax Rules for Trusts and Estates – How to Address Common (and Not So Common) Issues

P9004-22E-07BX
This session provides an overview of the federal income tax rules for simple and complex trusts and estates and delves into structure and planning that may be available to minimize income taxes.
$80.00

Tax Planning for the Elderly: You Really Don’t Want to Miss This

P9007-22E-03
It’s time to get back to the basics. This session will review every tax we can find that affects the elderly in a format that is easy to remember and entertaining
$80.00
Filters
Sort
display