Due to the impending possible drastic reduction in the Federal estate, gift, and GST exclusion by the Biden administration, SLATs have become the hottest topic in estate planning for many clients, not just the very wealthy.
In this important and comprehensive 1-hour July 27, 2021 program, Steven G. Siegel gives a practical explanation of the reasons why clients should consider a SLAT, how to draft and plan it, and much more. If you do any estate planning, you will want to hear Mr. Siegel's presentation.
Mr. Siegel is president of The Siegel Group, a Morristown, NJ-based nationally-recognized firm specializing in tax consulting, estate planning, and advising family business owners and entrepreneurs. He holds a BS from Georgetown University, a JD from Harvard Law School, and an LLM in Taxation from New York University. Mr. Siegel is also the popular drafter and contributor of many of the fully-editable forms available to attorneys on NLFforms.com.
30-Page SLAT Form Available: Mr. Siegel's SLAT form is available to attorneys at our sister website, www.NLFforms.com. Click on "Estate Planning" on the homepage and then scroll down to "Spousal Lifetime Access Trust (SLAT)." It is fully-editable and available for your immediate use upon purchase.
Major topics include:
- Planning concepts
- Using the SLAT
- The SLAT and GST planning
- Terms and funding of the SLAT
- The SLAT as a grantor trust
- The SLAT trustee
- The SLAT and creditors
- Marital risks of the SLAT
- Creating SLATs for each spouse; avoiding the reciprocal trust doctrine
FORMS FOR LAWYERS: For fully-editable immediately downloadable forms in many practice areas, please go to www.NLFforms.com.
BOOKS FOR LAWYERS: Over
125 useful books on important legal issues facing attorneys are now available for immediate download at www.NLFforms.com. (Reading books without also listening to or viewing a recorded seminar earns NO CLE credits.)