Spousal Lifetime Access Trust

Given the current economy and the uncertainty of today’s political climate, many in the estate planning field have their eyes on Washington, D.C., looking to see if dramatic changes to the current transfer tax structure could be imminent.…

A hot topic in recent substantive webinars has been the transfer of assets in trust to take advantage of the current high federal transfer tax exemption, and the most recommended strategy is a trust where the grantor’s spouse is a…

Spousal Lifetime Access Trusts (“SLATs”) planning can provide tremendous planning benefits for many married clients. They may well be the most popular technique to plan for married clients (and others) in 2020.

In our April subscriber drafting webinar, we will review changes and enhancements that have been made to InterActive Legal practice systems over the past year.

Many have correctly pointed out that the current extremely low interest rates and depressed asset values – along with the high transfer tax exemption – set up, in some ways, an ideal environment for estate tax planning. This presentation…

This article discusses the "special power of appointment trust," designed to provide asset protection while providing a means for the grantor to benefit from the trust property, should the need arise.

This presentation will go through the “ok’s” and “not ok’s” of trusts created for other family members including a spouse and minor children.