Using SLATs & SLANTs for Flexibility in Estate Planning
Design, implementation, and maintenance of irrevocable trust planning
- Product Number: 2240067WBC
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CLE Credits, earn up to:
3 substantive credits, 0 ethics credits CLE Credit Note - Print Brochure
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Product Description
Product Description
Spousal Lifetime Access Trusts and Spousal Lifetime Access Non-Grantor Trusts are two popular irrevocable trust planning techniques. For many clients, they permit the efficient use of applicable exclusion amounts during their lifetime while preserving flexibility—something not always associated with irrevocable trust planning. Learn the foundational tax concepts supporting SLATs and SLANTs, compare and contrast their design features and functionality, and explore how to “live” with trust structures once established. The speakers also discuss a variety of irrevocable trust planning “odds and ends” related to the practical application of these techniques, and close by fielding questions.
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Agenda
Agenda & Materials
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9:00 - 10:00 am
Tax Bootcamp
on demand video Add to Cart -
10:00 - 10:30 am
SLATs
on demand video Add to Cart -
10:30 - 11:00 am
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11:00 - 11:45 am
Irrevocable Trust Planning “Odds and Ends”
on demand video Add to Cart– Traps for the Unwary: Reciprocal Trust Doctrine, S Corps in Planning, Funding Trusts and Filing Tax Returns & More
Please Note
MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
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