A SLAT is a form of irrevocable trust that cannot be amended or terminated except under limited circumstances. The gifting spouse (often called the donor, J.T. Bell, Charles Parrack, Taylor Williams, and Eric Burton review Bell and Associate's SLAT one pager for estate planning. SLATs can be a smart way for clients to move money out of their estate while retaining some level of control and flexibility.
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SLATs vs. SLANTs: Choosing the Right Trust - Valur This type of irrevocable trust provides payouts to the beneficiary spouse while excluding the trust's assets from the donor (or grantor) spouse's gross taxable How can you bulletproof your assets from taxes, lawsuits, and creditor threats? Irrevocable Trusts may be your secret weapon!
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In this episode, asset protection attorneys Colin and Shreya Ley discuss the ins and outs of Spousal Lifetime Access Trusts One option to remove assets from a spouse's taxable estate is a Spousal Lifetime Access Trust (SLAT), an irrevocable trust created by one spouse for the
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The word "irrevocable" isn't typically associated with flexibility. However, in this clip from the Estate Planning Webinar Series, we The nightmare scenario of divorce is losing the money set aside for your children. Colleem McNamee and Jeff Motske get into
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A dynasty trust is a type of trust that allows you to leave assets for future generations with incredible protections. It's an excellent A SLAT is an irrevocable trust that allows one spouse (the donor spouse) to gift assets to a trust to benefit the other spouse (and potentially other family
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What Happens To An Irrevocable Trust During A Divorce? Colleen McNamamee & Jeff Motske Discover how to gift assets to an irrevocable trust for estate tax benefits. A spousal lifetime access trust (SLAT) allows indirect
What is a SLAT 1 min 53 seconds To request a free zoom video meeting to design your estate plan, click the following link and complete the short questionnaire:
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Why High-Income Families NEED These 3 Trusts In this episode of FIN-LYT by EWA, Matt Blocki, Jamison Smith, and Jimmy Ruttenberg unpack one of the most powerful tools in In this video, we talk about a common estate panning technique: SLATs. A common practice for married couples to utilize their
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How Do ILIT, GRAT, And SLAT Irrevocable Trusts Work? Are you interested in understanding how certain estate planning tools Spousal Lifetime Access Trusts (SLATs): Estate Planning Essentials Confused by all the terms like SLATs, GRATs, and spendthrift trusts? They all boil down to just two types: revocable and
In this episode of FIN LYT by EWA, hosts Matt Blocki, Ben Ruttenberg, and Chris Pavcic dive into the intricacies of trusts, estate Understanding a Spousal Lifetime Access Trust (SLAT), a popular estate planning tool for married couples, can help provide you The SLAT is an irrevocable trust for the benefit of one spouse (as well as your children and grandchildren) during your life. It will reduce your taxable
Colin and Shreya tackle frequently asked questions about Spousal Lifetime Access Trusts (SLATs). Discover what makes a trust The Tax-Free Estate Planning Benefits of an Irrevocable Life Insurance Trust (ILIT) Irrevocable Life Insurance Trusts (ILITs) offer a great way to save on taxes while making sure your beneficiaries get access to your
What Does SLAT Stand For? - Wealth and Estate Planners A SLAT is an irrevocable trust that can provide significant flexibility for married couples. One spouse creates and funds a trust primarily for
ESTATE TAX PLANNING – SLAT, GRAT, & IDGT - CMRS Law In this video, we'll talk about spousal limited access trust. A spousal limited access trust is a trust that allows one spouse to make a
With a likely change to Estate Tax provisions coming from Congress, the tax-free benefits of an Irrevocable Life Insurance Trust In this episode, Dr. Preston Cherry breaks down estate planning trusts and why they matter for high-income and high-net-worth
Blake shares his insights on why SLATs are often viewed as the go-to tool for estate tax planning, but also highlights the important A revocable trust, also known as a living trust, can be changed, modified, or revoked by the person who created it (the grantor) Protect assets with a SLAT | Fidelity Investments
When the risk of reduction of the estate and gift tax basic exclusion amount (currently $11580000) is highest, a common estate Choosing a Trust: Types of Trusts and Their Benefits | Commerce Trust Irrevocable Trusts Made Simple: Asset Protection Strategies
How does a Trust protect against Divorce? A SLAT is an irrevocable trust, which means it generally can't be changed once created. It enables one spouse to make a gift that can benefit
Downsides of a SLAT. -- I love comments. I make these videos specifically to help people with no expectations. Please take a When You Should Get an Irrevocable Life Insurance Trust (ILIT) SLAT Trusts: Estate Planning for Couples | Charles Schwab
Revocable Vs. Irrevocable Trusts: Flexible control or ironclad protection? Find out which one suits your needs best! Learn more about the potential drawbacks of revocable trusts! Is this the right choice for you?
How Many Different Types of Irrevocable Trusts Are There? -- I love comments. I make these videos specifically to help people How a Spousal Lifetime Access Trust (SLAT) Can Protect Your Estate if New Legislation is Passed Trusts Explained Pt.1
Do I Need a SLAT? (Spousal Lifetime Access Trust) Learn how to strategically remove value from your estate while retaining access to your assets with the Spousal Lifetime Access Should A SLAT Have A Trust Protector? - Wealth and Estate Planners
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SLAT Trusts Explained and How to Benefit | Becker Revocable versus irrevocable trusts. Many estate plans use a spousal lifetime access trust (SLAT) is another type of irrevocable trust
Flexible Estate Planning with Irrevocable Trusts | Estate Planning Webinar Series #245 | How Many Different Types of Irrevocable Trusts Are There? Trusts Explained Pt.2
Estate Tax Secret: Why Smart Couples Use These Trusts #shorts #EstateTax #TrustPlanning #WealthManagement Spousal Lifetime Access Trusts (SLATs) What is a SLAT? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second
What Does SLAT Stand For? In this informative video, we will discuss the Spousal Lifetime Access Trust (SLAT) and its role in Dynasty Trust to build Generational Wealth | 2023 Wealth Tips How LLCs and Trusts work together #estateplanning #cmslawfirm #probate -- I love comments. I make these videos specifically to