Spousal Lifetime Access Trusts - A Fleeting Opportunity
This Cannon Teleconference will be offered in person at the Minnehaha Country Club or virtually from your home/office.
A buffet lunch will be served starting at 11:30 am. The webinar begins at noon.
Registration for in-person attendance will close at 5 pm on Thursday, January 18th.
The Tax Cuts and Jobs Act brought historically high estate and gift tax exemptions. With the seemingly inevitable “sunset” of the Act looming on the horizon, spousal lifetime access trusts (“SLATS”) have been widely promoted in recent years as the best “have-your-cake-and-eat-it-too” estate planning strategy out there. In this program, we’ll explore several aspects of the design, creation and administration of a SLAT, including:
- Purposes
- How best to fund to minimize tax risk
- Current and future beneficiaries
- Initial and successor Trustees
- Pitfalls to avoid
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