Presented in partnership with the WSBA Real Property, Probate and Trust Section
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Can you really eat your cake and have it too? A spousal lifetime access trust (SLAT) is designed to do just that: allow a married couple to use one of their federal gift and estate tax exemptions currently, while also retaining access to the gifted assets. However, we all know the saying about something that seems too good to be true. Come learn about the Ins and Outs of SLATs, including the steps to create such a trust, tax implications, and ways to avoid the traps for the unwary.
Original Program Date: December 18, 2024
Product Code: 25497-2VIDEO