CE EVENT: WHY SPOUSAL LIFETIME ACCESS TRUSTS (SLATs) AREN’T FOR EVERYONE

Sponsored by Hargrove Firm, powered by NetLaw

Spousal Lifetime Access Trusts, or SLATs, have been an increasingly popular topic as financial professionals advise their clients in anticipation of the estate and gift tax exemptions being slashed in 2026 (that is, if Congress doesn’t enact changes before then). The basic concept is that this type of irrevocable trust allows access to assets while helping to exclude them from a taxable estate. Despite the recent popularity of SLATs, they are rarely the optimal planning tool for families. In this webinar, we will discuss the benefits and drawbacks of SLAT planning, along with alternatives that might be better suited for clients’ situations.

Learning Objectives

1. Better understand what a spousal lifetime access trust (SLAT) is and how this planning method works.
2. Become equipped to explain the benefits and drawbacks of SLATs with clients.
3. Understand the alternatives to SLAT planning that could produce better outcomes for clients.

*Registration with NAPFA is required, but complimentary.