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?

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.