Current Spousal Lifetime Access Trust Planning Ideas to Better Serve Clients

This webinar discusses important planning issues and options that are often overlooked in a “typical” Spousal Lifetime Access Trust plan, including:

  • Enhancing access to SLAT assets by using SPAT and DAPT variations
  • Coordinating with financial and insurance consultants to enhance the security of the plan for the clients (and lessen risks to practitioners)
  • Actionable steps for how to do drafting and planning enhancements