Utilizing Spousal Lifetime Access Trusts (SLATs) Considering the Estate Tax Exemption Limits Expiring in 2025
Event Location:
Jentner Financial
Speaker: Trey Bennett, Stark and Knoll
Description of Program:
The presentation will cover how, in light of the sunsetting of the current gift and estate tax exemption law in 2026, married couples can utilize a “spousal lifetime access trust” or “SLAT” to protect assets from both estate taxes and creditors while simultaneously preserving access to the assets placed in the SLAT through the beneficiary spouse.
Learning Objectives:
- How SLATs can be used to protect assets from creditors.
- How SLATs can be used to leverage the increased gift and estate tax exemptions that will be going away in 2026.
- How SLATs can allow for continued access and control of the assets through the beneficiary spouse.
Location: