ILS Speaker Series: Thirty-One Flavors of SLATs
InterActive Legal Speaker Series presents Jonathan Blattmachr, Teresa Bush, and Martin Shenkman “Thirty-One Flavors of SLATs”
Spousal Lifetime Access Trusts (SLATs) have been part of the estate planning lexicon for years, but SLATs don’t come in just one flavor. Every SLAT is an irrevocable trust with the trust creator’s spouse as the primary beneficiary, giving the spouse access to trust assets during lifetime, but similarities end there. Each SLAT can – and should – be unique, with optional provisions included based on the client situation. Extensive options not only differentiate trusts to avoid the Reciprocal Trust Doctrine, but also allow nearly unlimited flexibility in SLAT design.




































































































