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Spousal Lifetime Access Trust– Drafting Considerations, Gifting Strategy, and Potential Pitfalls - 65th Annual Estate Planning Short Course - 2022

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-08A
$80.00 or 1.00 credits
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Faculty:

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

Expires: 4/1/2024

Faculty:

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

Expires: 4/1/2024

Products specifications
Program Date5/23 - 5/24/2022
Products specifications
Program Date5/23 - 5/24/2022
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