March 3, 2021

Volume XI, Number 62

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March 02, 2021

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March 01, 2021

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Insights on Estate Planning | Part III: Spousal Lifetime Access Trusts [Webinar]

Spousal lifetime access trusts (“SLATs”) are a powerful vehicle for lifetime gifting, and with the possibility of a significant decrease in the estate and gift tax exemption amounts in 2021, now is the time to consider incorporating this type of trust into your own estate plan. Webcast offers a primer on SLATs by addressing each of the following topics:

  • The benefits of SLATs

  • Considerations for trust design

  • The Reciprocal Trust Doctrine and how to avoid its reach

  • The importance of the gift transaction’s timing

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© 1998-2020 Wiggin and Dana LLPNational Law Review, Volume X, Number 231
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TRENDING LEGAL ANALYSIS

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About this Author

Michael Clear Estate and Trust attorney Greenwich Wiggin and Dana
Partner

As a Partner in the firm's Private Client Services Department, Michael regularly counsels clients on the far-reaching financial implications of estate planning, estate and trust administration, probate litigation, and business succession planning. Yet he is also a trained counselor with insight into the family dynamics these matters can effect. Known for his empathy and good humor, he helps clients take prudent action in the face of indecision, hopefully resolving contested issues before litigation.

Michael's estate planning practice includes assisting individuals and families in...

203-363-7675
Carolyn Reers Estate Planning Attorney Wiggin and Dana
Partner

Carolyn is a Partner in Wiggin and Dana’s Private Client Services Department in the Greenwich and New York offices. Carolyn has more than 25 years of experience servicing affluent individuals, their closely held companies and family offices with a focus on international estate and tax planning.

Immediately before joining Wiggin and Dana, Carolyn was a Partner at a leading international law firm, where she was integral in all aspects of trust and estate planning and administration. Carolyn was also responsible for the creation and management of public charities and private...

203 363 7668
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