Current SLAT Planning Ideas to Better Serve Clients Secure Exemption and More

Asset protection planning remains vital for many if not most clients. For the past few years clients have been hyper focused on planning for tax changes that have not happened, practitioners should re-focus clients on the importance of asset protection planning.

Irrevocable trust planning to use current exemption before the exemption is cut in half in 2026 will be a growing concern for many clients. While the foundation of much of planning for the past years for married clients has been spousal lifetime access trusts (“SLATs”) the planning for SLATs can be enhanced and improved. This webinar will explore important planning issues and options that the speakers have seen overlooked in many “typical” SLAT plans. Enhancing access to SLAT assets by using SPAT and DAPT variations will be discussed. Coordinating with financial and insurance consultants to enhance the security of the plan for the clients (and lessen risks to practitioners) will be reviewed. Drafting and planning enhancements will be discussed. The “SLATs” that practitioners use in asset protection and exemption planning today can and should often be a more robust and enhanced version of what some practitioners have used in recent years. This program will tell you actionable steps on how to do just that for your clients.

Speakers: Jonathan G. Blattmachr, Esq., and Martin Shenkman, Esq.

*There are no professional advancement credits (CPE, CLE, etc.) offered for viewing this webinar.

*This may constitute attorney advertising.