Understanding Spousal Lifetime Access Trusts (SLAT)

Описание к видео Understanding Spousal Lifetime Access Trusts (SLAT)

Understanding a Spousal Lifetime Access Trust (SLAT), a popular estate planning tool for married couples, can help provide you with options to minimize estate taxes. Listen in as Mark Kassens, Brady Ware’s Director of Estates, Gifts and Trusts, explains the backgrounds of SLATs, when they are useful, some limitations of them, IRS clawback, and an update on when they can be funded.

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