It’s anyone’s guess what will happen with tax laws given all the proposals floating around. If you have clients concerned about losing the estate exclusion available to them today yet they are reluctant to transfer assets outright to children and grandchildren, the spousal lifetime access trust (SLAT) may be the perfect strategy. Tune in as estate planning expert Steven Siegel, JD, LLM, walks you through the ins and outs of the SLAT technique, including:

How the SLAT works to minimize tax and provide asset protection for multiple generations
Why it’s not just for the highest net worth clients
How to get around the risks of death and divorce

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Why the spousal lifetime access trust is the go-to planning strategy {PFP Section}

AICPA Personal Financial Planning (PFP)