
Sign up to save your podcasts
Or


Blake shares his insights on why SLATs are often viewed as the go-to tool for estate tax planning, but also highlights the important considerations and potential downsides that many overlook. From the irrevocable nature of these trusts to the implications of divorce and early death, this episode dives deep into the complexities of estate planning for high net worth individuals.
Key topics include:
-What a SLAT is and how it works
-The benefits and risks associated with SLATs
-The importance of financial flexibility and growth
-When it makes sense to consider a SLAT based on age and asset value
-The significance of understanding your personal goals in estate planning
By Thomas Kopelman4.7
6565 ratings
Blake shares his insights on why SLATs are often viewed as the go-to tool for estate tax planning, but also highlights the important considerations and potential downsides that many overlook. From the irrevocable nature of these trusts to the implications of divorce and early death, this episode dives deep into the complexities of estate planning for high net worth individuals.
Key topics include:
-What a SLAT is and how it works
-The benefits and risks associated with SLATs
-The importance of financial flexibility and growth
-When it makes sense to consider a SLAT based on age and asset value
-The significance of understanding your personal goals in estate planning

3,217 Listeners

587 Listeners

2,014 Listeners

253 Listeners

605 Listeners

454 Listeners

2,115 Listeners

906 Listeners

247 Listeners

107 Listeners

315 Listeners

150 Listeners

130 Listeners

42 Listeners

145 Listeners