Concept-Piece-Download-70107-Estate-Planning-Using-a-SLAT

In the past, advisors recommended moving assets outside the taxable estate through an Irrevocable Life Insurance Trust (ILIT) when faced with estate tax uncertainty even though this can result in a loss of control to those assets while alive. But, where ILITs fall short, Spousal Lifetime Access Trusts (SLATs) shine.

Published: January 11, 2024
Tracking Code: 70107
Business Line: Advanced Planning
Category: Estate Planning & Wealth Transfer
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