A Matter of Trust

Advanced Estate Planning: Spousal Lifetime Access Trusts (SLATs)


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In this episode, Attorneys Chrissy Knopke and Annie Rogers discuss an advanced estate planning technique called Spousal Lifetime Access Trusts (SLATs). With talk of the individual lifetime exemption being significantly reduced in the near future, there’s been a renewed and urgent focus on SLATs for ultra-high net worth couples with potentially taxable estates.
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A Matter of TrustBy Creative Planning, Peter Mallouk, Chrissy Knopke, Annie Rogers

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