Deep dive into Spousal Lifetime Access Trusts (SLATs), covering tax benefits, setup guidance, and real-world examples for estate planning.
This presentation provides a comprehensive overview of the Spousal Lifetime Access Trust (SLAT) and its practical applications in estate planning. Attendees will gain insights on spotting opportunities for SLAT implementation, along with step-by-step guidance on structuring the trust to achieve various tax objectives, such as setting up SLATs as either complete or incomplete gifts for gift tax purposes. Additional topics include designing SLATs with creditor protection as a primary objective, understanding the tax implications of SLATs, and exploring funding methods when community property assets are involved. Real-world examples will illustrate how to approach different SLAT structures, enhancing participants' ability to tailor trust planning to meet clients' specific needs.
Agenda
Faculty
Vanessa M. Terzian
Lagerlof, LLP
- Partner at Lagerlof, LLP
- Specializing in estate planning, trust administration, and probate
- Adjunct professor of trust and wills, Southwestern Law School
- Rising Star, Super Lawyers, 2015 - 2017
- Wrote ‘Trustee’s, Executors and Beneficiaries’, published by the Institute for Preparing Heirs
- Active member of the California State Bar and member of the Trusts and Estates section
- J.D. Degree, dean’s honors and recipient of dean’s full tuition academic scholarship, Loyola Law School; B.A. Degree, magna cum laude, UCSD
- Can be contacted at 626-683-7234, [email protected], or lagerlof.com
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