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

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SLATAudio
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5-Minute Sample
Spousal Lifetime Access Trusts (SLATs): The Popular Estate Planning Tool (5-Minute Sample)

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.

IMPORTANT:  This 1-Hour Audio is available for CLE credit on our sister sites.  To take this course for online study go to www.NLFonline.com.  To take this course on Audio CD, Flash Drive or by Email Delivery go to www.NLFcle.com.  Only purchase the audio from this website, www.NLFforms.com, if you do not want CLE credit for this program. The audio and course materials will be emailed to you by next business day.

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.

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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.

Don't Want CLE Credit? Only purchase the audio from www.NLFforms.com if you do not want CLE credit for this program. The audio and course materials will be emailed to you by next business day.

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.
 

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