SLATs and the Facts: Is It Dangerous or Sinful to Create a Trust for One’s Spouse Without Restricting the I-20150402 1700-1

Expires 04/01/2017

by Jonathan G. Blattmachr, JD, and Professor Mitchell Gans.

$99

SLATs and the Facts: Is It Dangerous or Sinful to Create a Trust for One’s Spouse without Greatly Restricting the Spouse’s Interest? Learn the Truth–It Will Set You and Your Clients Free. Some practitioners have been told that estate tax inclusion and asset attachment may occur if one spouse creates a trust for the other and there are not severe restrictions on what the spouse can receive. The name Spousal LIMITED Access Trust (SLAT) reflects those beliefs. But the truth is far, far different. This presentation will go through the “ok’s” and “not ok’s” of trusts created for other family members including a spouse and minor children.

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