Master Advanced SLAT Drafting—And See How Technology Makes It Easier

Spousal Lifetime Access Trusts (SLATs) are a cornerstone of modern estate planning—but no two SLATs should ever look the same. Join three of the industry’s most respected commentators for a deep dive into the many design options that make SLATs more flexible, defensible, and client-specific.

What You’ll Learn:

In this practical, strategy-focused session, you’ll explore how to design SLATs that are tailored to each client’s facts and future uncertainties. Topics include:

-How to incorporate multiple powers of appointment without triggering unintended estate inclusion

-Drafting techniques to avoid or manage estate inclusion as circumstances evolve

-Options to enhance creditor protection, even if a trust is later deemed self-settled

-Planning strategies for early death of the spouse beneficiary, marital discord, or remarriage

-When—and how—to structure SLATs as grantor or non-grantor trusts

-Using additional beneficiaries and charitable provisions to optimize income tax outcomes

You’ll also see how modern document drafting software simplifies SLAT preparation by making complex options instantly accessible—allowing you to draft highly customized trusts with speed and confidence.