*CLE credits may be available*
The Tax Cuts and Jobs Act brought historically high estate and gift tax exemptions. With the seemingly inevitable “sunset” of the Act looming on the horizon, spousal lifetime access trusts (“SLATS”) have been widely promoted in recent years as the best “have-your-cake-and-eat-it-too” estate planning strategy out there. In this program, we’ll explore several aspects of the design, creation and administration of a SLAT, including:
PLEASE NOTE: Cannon has changed the format of their teleconferences and the option for participants to listen remotely is no longer available. You must attend in-person at either of our offices, listed below. Lunch will be provided.