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Current SLAT Planning Ideas to Better Serve Clients, SECURE Exemption, and More!
September 21, 2022 @ 4:00 pm – 5:30 pm EDT
Asset protection planning remains vital for many if not most clients. For the past few years, clients have been hyper-focused on planning for tax changes that have not happened, practitioners should re-focus clients on the importance of asset protection planning.
Irrevocable trust planning to use current exemption before the exemption is cut in half in 2026 will be a growing concern for many clients. While the foundation of much of planning for the past years for married clients has been spousal lifetime access trusts (“SLATs”) the planning for SLATs can be enhanced and improved.
This webinar will explore important planning issues and options that the speakers have seen overlooked in many “typical” SLAT plans.
- Enhancing access to SLAT assets by using SPAT and DAPT variations will be discussed.
- Coordinating with financial and insurance consultants to enhance the security of the plan for the clients (and lessen risks to practitioners) will be reviewed.
- Drafting and planning enhancements will be discussed.
The “SLATs” that practitioners use in asset protection and exemption planning today can and should often be a more robust and enhanced version of what some practitioners have used in recent years. This program will tell you actionable steps on how to do just that for your clients.
Continuing Education Credits
InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.
Mr. Blattmachr is a Principal in ILS Management, LLC and a retired member of Milbank Tweed Hadley & McCloy LLP in New York, NY and of the Alaska, California and New York Bars. He is recognized as one of the most creative trusts and estates lawyers in the country and is listed in The Best Lawyers in America. He has written and lectured extensively on estate and trust taxation and charitable giving.
Martin M. Shenkman is an attorney in private practice in Fort Lee, NJ, and New York City. His practice concentrates on estate and tax planning, planning for closely held business, and estate administration. Mr. Shenkman is an author of over 40 books and more than 800 articles. He is an editorial board member of Trusts & Estates Magazine and the Matrimonial Strategist, and an advisor for InterActive Legal. He is the recipient of many awards including being a 2013 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. Mr. Shenkman was named Financial Planning Magazine 2012 Pro-Bono Financial Planner of the Year for his efforts on behalf of those living with chronic illness and disability. Investment Adviser Magazine featured him on the cover of its April 2013 issue naming as the lead of their “all-star lineup of tax experts.”