EVENT CALENDAR

With the federal estate and gift tax exemption poised to drop dramatically in 2026, a popular strategy for using the high exemption before it drops involves a client creating a trust for the client’s spouse.  Such a trust is sometimes called a Spousal Lifetime Access Trust, or “SLAT,” and SLATs can be drafted in all InterActive Legal practice systems.   In this drafting webinar, we will discuss how to prepare SLATs in InterActive Legal, starting with how to draft a SLAT in the Essential Estate Planning and Elder Law Planning systems. We’ll cover how to set up the trust with the spouse as beneficiary, both during the client’s lifetime and after the death, what happens after both spouses have died, and Reciprocal Trust Doctrine issues.