The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique

The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique

Regular price $129.00

One hour webinar. We will discuss the Spousal Lifetime Access Trust, otherwise called a SLAT and explore how to spot opportunities to use them. We’ll also learn the following so we can plan accordingly: 

  • Learn how to explain SLATs to clients 
  • Explore exactly how you set one up where you want the gifts to be complete for gift and estate tax purposes -
  • Go through details of how to design the SLAT if you want to avoid a completed gift for gift tax purposes 
  • Learn using examples of when to use each different SLAT version 
  • Get examples illustrating how to design the trust where creditor protection is the primary objective 
  • Discover ways to design the SLAT for maximum divorce protection 
  • Find out how to use a “floating spouse” provision to best protect the trust assets and have future access when getting remarried 
  • Learn how the SLAT is generally taxed for income tax purposes 
  • Explore funding techniques when the assets are primarily community property

Presenter: Steven J. Oshins, JD, AEP (Distinguished)

CLE: 1.0 General credits  

States Pre-Approved: AR, CA, NJ, NY, OK, PA, VT

(AK, AZ, CT, MO, NH eligible to claim credit)

We will supply you with the information needed to self-apply in other states.

Contact for CLE assistance. 

WealthCounsel members: This CLE eligible program is complimentary for WealthCounsel members.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.

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