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



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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


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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.


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