by Kelsey Barcomb | Oct 6, 2020
Spousal Lifetime Access Trusts (“SLATs”) may be the most common planning technique for married clients to use in 2020. A SLAT is an irrevocable trust where the spouse is a permitted beneficiary. It allows married clients to take advantage of the high gift tax...
by Kelsey Barcomb | Oct 6, 2020
An effective way to pass wealth, growth and income to future generations is through the use of a Dynasty Trust. A Dynasty Trust (sometimes also referred to as a Generation-Skipping Trust), is an irrevocable trust that continues for as long as the applicable state law...
by Kelsey Barcomb | Oct 5, 2020
Election Day is around the corner. Federal gift and estate tax exemptions are at an all-time high and interest rates are historically low. Many commentators believe that there will be no major changes to federal gift and estate tax laws as long as Republicans control...