16 May Advanced Planning Topic: SLATs – Solving the Problem of Surviving Spouse Losing Access to SLAT Assets for Predeceasing Spouse
Below is the Q2 Advanced Planning piece written by our Chief Planning Officer Alan G. Wandalowski, JD, LLM. This article discusses the tax advantages of SLATs, potential pitfalls, and recommendations for married couples to mitigate these risks. It also outlines current estate tax laws and upcoming changes that could negatively impact those benefiting from current opportunities.
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Solving the Problem of a Surviving Spouse Losing Access to SLAT Assets for Predeceasing Spouse