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    SLATs Provide Flexible Plans for Many Clients

    WealthManagement.com
    May 15, 2017

    Andrew T. Wolfe, Martin M. Shenkman 

    In the current environment of uncertainty, many married clients should consider
    implementing non-reciprocal spousal lifetime access trusts (SLATs). This strategy
    can provide a flexible framework for a wide range of clients. The technique can be
    adapted for more modest estates needing life insurance trusts, or to ultra high net
    worth clients requiring more aggressive tax oriented estate planning. Regardless of
    what happens to the transfer tax system, some variant of this planning is likely to
    benefit the client.

    Read his commentary here.

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