Worth it: Insights on wealth management and personal planning strategies.
Episode 3: Having Your Cake and Eating It Too - How to Use SLATs to Use Your Lifetime Gift Tax Exemption?

Episode 3: Having Your Cake and Eating It Too - How to Use SLATs to Use Your Lifetime Gift Tax Exemption?

November 24, 2020

In this episode of Worth It, associate Daniel W. Hatten, and partner Andrew M. Katzenstein, discuss whether clients should consider creating spousal lifetime access trusts (SLATs) to use their federal lifetime gift tax exemption before the end of 2020.  Tune in as Dan and Andy describe in more detail what a SLAT is, why it is particularly beneficial this year and why it may be appropriate for clients to create SLATs. 

Episode 2: Should You Use Your Gift Tax Exemption in 2020?

Episode 2: Should You Use Your Gift Tax Exemption in 2020?

November 2, 2020

In this episode of Worth It, associate Daniel W. Hatten, and partner, Lindsay A. Rehns, will discuss whether clients should use their federal lifetime gift tax exemption before the end of 2020.  As part of this podcast discussion, Dan and Lindsay will explain some details about the lifetime gift tax exemption, highlight some of the potential tax consequences of the upcoming election and ultimately explain why now is in fact a great time to use the remainder of one's lifetime gift tax exemption.