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Home 9 Event 9 Insights on Estate Planning | Part III: Spousal Lifetime Access Trusts

Insights on Estate Planning | Part III: Spousal Lifetime Access Trusts

When: August 17, 2020

People: Michael T. Clear , Carolyn A. Reers

Spousal lifetime access trusts (“SLATs”) are a powerful vehicle for lifetime gifting, and with the possibility of a significant decrease in the estate and gift tax exemption amounts in 2021, now is the time to consider incorporating this type of trust into your own estate plan. In this episode, Michael Clear and Carolyn Reers offer a primer on SLATs by addressing each of the following topics:

The benefits of SLATs
Considerations for trust design
The Reciprocal Trust Doctrine and how to avoid its reach
The importance of the gift transaction’s timing

Related People

Michael T. Clear

Carolyn A. Reers

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