BY: Thomas J. Perrone, CLU, CIC
Since 2017 the SPOUSAL LIFETIME ACCESS TRUSTS (SLAT) have been an exceptionally good planning tool, and a popular one in sheltering the growth of assets from estate taxation.
With the event of up and coming “the sunset” in 2026, more attention has been given to using this planning tool.
In this video, I discuss not only what a SLAT is, and how it is used, but bring into play the arbitraging of life insurance, and the powerful results from using it.
It is suggested that the planner learn as much as possible about the use of the SLAT. Also, the planner should work with a qualified attorney when presenting and implementing this planning technique.
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