Spousal Lifetime Access Trusts (SLATs): The Popular Estate Planning Tool (1-Hour Audio)

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.

Want CLE Credit? You can earn CLE credit for this course by going to our online CLE courses at www.NLFonline.com. Alternatively, you can earn CLE credit for this course on Audio CD, Flash Drive or Email Delivery at www.NLFcle.com.

Mr. Siegel's fully-editable SLAT form is available here:  Spousal Lifetime Access Trust (SLAT) (30 Pages).  It is not included with the one-hour audio program.

Speaker:  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.