Avatar

The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique



Watch Now!
Recording and Slides are Available Here


You’ve all heard of a Spousal Lifetime Access Trust, otherwise often called a SLAT.  But what is it, and where does it fit into your clients’ estate plans? Did you know that you can set up a SLAT where the assets are protected from creditors and divorcing spouses and free of estate taxes, yet you can have indirect access to the assets?  And did you know that you can set one up without even making a completed gift for gift tax purposes? 

Join nationally-known estate planning attorney Steve Oshins as he explains how SLATs work and where estate planners have opportunities to use them for clients. 

Whether you’re an attorney, an accountant, a trust officer or a financial planner, it is crucial for you to attend this very important webinar.  In total, you will have 90 minutes of exciting, informative discussion.   Join Steve Oshins on February 22nd at 3pm ET for this easy-to-understand webinar.

 

In this webinar, you will:

 

  • Learn how to explain SLATs to clients

  • Explore exactly how you set one up where you want the gifts to be complete for gift and estate tax purposes

  • Go through details of how to design the SLAT if you want to avoid a completed gift for gift tax purposes

  • Learn using examples of when to use each different SLAT version

  • Get examples illustrating how to design the trust where creditor protection is the primary objective

  • Discover ways to design the SLAT for maximum divorce protection

  • Find out how to use a “floating spouse” provision to best protect the trust assets and have future access when getting remarried

  • Learn how the SLAT is generally taxed for income tax purposes

  • Explore funding techniques when the assets are primarily community property

  • And much more!


There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149.

Registrant Email:
 border=

After you pay you will be sent a link with the registration information. If you have any questions, please contact webinaradmin@leimbergservices.com

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $129 for this webinar.

Forgot Password?

To become a LISI member Click Here

Steven J. Oshins, Esq. is a member of the Law Offices of Oshins & Associates, LLC in Las Vegas, Nevada. He is listed in The Best Lawyers in America® and was named the Las Vegas Trusts and Estates Lawyer of the Year in 2012, 2015 and 2018 and the Las Vegas Tax Law Lawyer of the Year in 2016 by The Best Lawyers in America®. He was inducted into the NAEPC Estate Planning Hall of Fame® in 2011. He has been named the “Top Estate Planning Attorney of 2018” and one of the 24 “Elite Estate Planning Attorneys” in America by The Wealth Advisor and one of the Top 100 Attorneys in Worth. Steve has been very active in helping get some of the most valuable trust and creditor protection laws passed in Nevada.


Avatar Avatar Avatar

Bob Keebler, Jonathan Blattmachr, Marty Schenkman

May 30, 2019 3:00 PM EDT - 4:00 PM EDT ET

Time Sensitive Planning Needed Now!: Democratic Senator Bernie Sanders Estate & Gift Tax Proposal - A Special Re-Broadast

More Info
Avatar

Bob Keebler

May 31, 2019 3:00 PM EDT - 4:30 PM EDT ET

A FIRST LOOK AT IRA LIFE EXPECTANCY PAYOUT CHANGES UNDER THE “SECURE BILL” AND THE BEST IDEAS SO FAR - A Special Re-Broadcast

More Info
Avatar Avatar

Bob Keebler and Michael Geeraerts

June 6, 2019 3:00 PM EDT - 4:30 PM ET ET

Estate Planning Opportunities For 2019

More Info
Avatar Avatar

Bob Keebler and Michael Geeraerts

June 21, 2019 3:00 PM EDT - 4:30 PM ET ET

Income Tax Planning Opportunities For 2019

More Info
Avatar

Steve Oshins

June 28, 2019 3:00 PM EDT - 4:30 PM EDT

2019 Dynasty Trust Update: For Attorneys, Accountants and Financial Advisors

More Info
Avatar Avatar Avatar

Howard Zaritsky, Marty Shenkman, Sandy Glazier

August 23, 2019 1:00 PM EDT - 2:30 PM EDT

Defensive Practices Because Nothing Is Safe: How Practitioners in All Fields Can Be Safer and Reduce Malpractice Risks

More Info