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The Spousal Lifetime Access Trust, or SLAT, has become one of the most popular estate planning strategies employed by married couples. It is an irrevocable trust created by one spouse (the “grantor”) ...

SLATs have been the planning acronym du jour for several years. You create a trust for your spouse and perhaps other beneficiaries, and your spouse creates a trust for you and other beneficiaries. The ...

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We recently did a blog post on Intentionally Defective Grantor Trusts (IDGT). We can use these trusts to gifts assets during lifetime to the next generation with some additional estate planning ...

A new law was recently passed in Florida that will allow a grantor spouse of a Spousal Limited Access Trust (SLAT) to be added as a beneficiary of the SLAT following the death of the beneficiary ...

Spousal lifetime access trusts, or SLAT s, have been an estate planning tool for many years, but the irrevocable trusts have gained popularity ahead of the pending sunset of current estate and gift ...

Spousal lifetime access trusts, also known as SLATs, were a popular vehicle during the past two years for financial advisors seeking estate planning strategies to get ahead of potentially lower ...

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