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You are cordially invited to attend as we sponsor the remote: 

 

Cannon Estate Planning Teleconference 

 

*CLE credits may be available*

Spousal Lifetime Access Trusts - A Fleeting Opportunity

Tuesday, January 23, 2024

1:00-2:30 PM

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:

  • Purposes
  • How best to fund to minimize tax risk
  • Current and future beneficiaries
  • Initial and successor Trustees
  • Pitfalls to avoid


Register Now

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. 

You can attend the Teleconference at the following locations:
 1000 Elm St, Suite 400, Manchester, NH 03101
AND
100 Arboretum Drive, Suite 204, Portsmouth, NH 03801 (Use Newington for GPS)
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