In a shifting estate tax landscape, one strategy continues to rise in importance, though perhaps in unexpected ways. In this webinar hosted by Shenkman Law, leading estate planning professionals Martin Shenkman, Esq., Jonathan G. Blattmachr, Esq., and Robert S. Keebler, CPA, take a fresh look at Spousal Lifetime Access Trusts (SLATs).
While SLATs are often reserved for ultra-high-net-worth clients racing to use the temporarily expanded exemption, this conversation asks a different question: What about everyone else?
Expanding the Conversation
With Congress considering a $15 million inflation-adjusted exemption, there’s a strong possibility that many “moderate-wealth” couples will soon face real exposure to estate tax again. But even if they don’t, SLATs offer strategic advantages well beyond tax mitigation.
This webinar unpacks how and why SLATs can be leveraged for clients with a combined net worth under $30 million, addressing income tax planning, upstream basis strategies, and asset protection in practical, approachable terms.
More Than Estate Tax Planning
The panel dives into variations like non-grantor SLANTs, showing how SLATs can address capital gains, state income tax reduction, and creditor protection. With illustrative examples and clear guidance on drafting considerations, the session equips planners to expand their SLAT toolkit for today’s middle-tier clients.
“It’s not just about estate tax anymore,” Shenkman notes. “It’s about control, access, and long-term financial strategy.”
Takeaways for Practitioners
From avoiding common pitfalls to tailoring SLAT provisions for flexibility and cost-efficiency, the speakers guide viewers through the nuts and bolts of implementation. Whether you’re adapting an existing plan or introducing SLATs to a new client segment, this conversation offers timely insights.
Watch the full webinar above to explore why SLATs aren’t just for the ultra-wealthy, and why they should remain a permanent fixture in your estate planning toolkit.
No continuing education credit is offered for this presentation. This content may constitute attorney advertising.