Estates, Gifts, and Trusts Video
Understanding Spousal Lifetime Access Trusts (SLAT)
Building upon our discussion of estate planning instruments, we delve into the practical applications of Spousal Lifetime Access Trusts (SLATs) with a detailed examination of their benefits, limitations, IRS clawback implications, and current funding guidelines for married couples.
Estate Planning Services
To further personalize your estate planning experience, we refine strategies to perfectly suit your family’s situation. Our experts, in conjunction with your legal advisors, focus on optimizing tax efficiencies and provide thorough compliance services for trusts, estates, and gifts.
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Strategic use of Spousal Lifetime Access Trusts (SLATs) can minimize combined taxable estates, provide spousal flexibility, and potentially protect assets.
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Unlock the potential of gifting and trusts in estate planning. This video series, led by Mark Kassens, demystifies asset protection and tax strategies, highlighting current IRS regulations and sunsetting advantages.
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Estate, Trust, and Succession Planning Services
Mark’s background in tax enables him to provide extensive services to the firm’s clients in the areas of estate and retirement planning, and business succession consulting.