Knowledge Base

Trust Jurisdiction Comparison Guide

Articles - 15 min

Alaska, Nevada, and Delaware share many of the same benefits for the creation and administration of modern trusts. The choice of one over the other ...

Trust Fundamentals

Estate Planning

Type of Trusts

Current Events

Articles - 15 min

What is a Spousal Lifetime Access Trust (SLAT)?

By Jamie Rowley and Mariam Hall A Spousal Lifetime Access Trust (SLAT) is an irrevocable trust created by one spouse for the benefit of the other spouse. The grantor uses their gift tax exemption to make a gift...

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Articles - 15 min

What Is a Life Insurance Trust?

By Amber Gunn, CTFA and Mariam Hall As the name suggests, a life insurance trust is a trust designed to own life insurance. This type of trust will most often be irrevocable. An irrevocable life insurance trust...

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