So You Think You Know About SLATs

Spousal Lifetime Access Trusts (SLATs) are a powerful planning tool. There are a myriad of variations in how SLATs can be planned and drafted which makes their application flexible enough for moderate wealth clients or ultra-high net worth clients. This webinar will explore critical SLAT issues and options to address them, how to plan and draft SLATs using technology to enhance the sophistication and efficiency of the process. The reciprocal trust doctrine, divorce issues, need for access, coordination of all advisers and more will be addressed.