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Why Spousal Lifetime Access Trusts (SLATs) Aren't for Everyone
Course Information
Content Level: Advanced
NAPFA Subject Area: F-Estate Planning
Course Description

This Partner Solutions webinar is sponsored by the Hargrove Firm, powered by NetLaw.

Spousal Lifetime Access Trusts, or SLATs, have been an increasingly popular topic as financial professionals advise their clients in anticipation of the estate and gift tax exemptions being slashed in 2026 (that is, if Congress doesn’t enact changes before then). The basic concept is that this type of irrevocable trust allows access to assets while helping to exclude them from a taxable estate. Despite the recent popularity of SLATs, they are rarely the optimal planning tool for families. In this webinar, we will discuss the benefits and drawbacks of SLAT planning, along with alternatives that might be better suited for clients’ situations.

Learning Objectives
  1. Better understand what a spousal lifetime access trust (SLAT) is and how this planning method works
  2. Become equipped to explain the benefits and drawbacks of SLATs with clients
  3. Understand the alternatives to SLAT planning that could produce better outcomes for clients

Jamie Hargrove, AEP®, CPA, attorney

As an attorney, Accredited Estate Planner® (AEP), and CPA, Hargrove Firm’s founding partner, Jamie Hargrove, developed an understanding of financial matters that provides valuable insight into innovative estate and business planning.

Hargrove is a pioneer in applying modern tools to legal services, and his award-winning First Step Planning online service introduced in 2012 to streamline the estate planning process became the essential groundwork for the development of NetLaw, a breakthrough technology platform that automates the entire estate planning legal services process. NetLaw is now the exclusive provider of Hargrove Firm’s online estate planning services.

Hargrove is an AV Preeminent® attorney, the highest peer-reviewed standard rating with Martindale-Hubbell®, and he has been selected to the Kentucky Super Lawyers list three times and included in seven editions of The Best Lawyers in America® for Trusts and Estates. In 2014, he published his first book, The End of Lawyers, Thank Goodness!: Estate Planning and the End of Inefficient Lawyers.

Availability: Retired
Initial Cost: Member: $0.00
Non-Member: $39.00
Additional Cost: CFP® CE Quiz: $10.00
Credit Offered:
No Credit Offered
Contains: 2 Courses
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