On this episode, join Partners Erin Nicholls and Michael Clear as they delve deeper into a discussion on creating SLATs for married clients to use up both clients’ lifetime exemption amounts, while also reducing the likelihood of the imposition of the Reciprocal Trust Doctrine by the IRS. Citing several examples, Erin and Michael provide strategies
On this episode, join Partners Erin Nicholls and Michael Clear as they discuss one of the hottest topics in the estate planning world, spousal lifetime access trusts (SLATs), and the implications of using SLATs in a post-Tax Cuts and Jobs Act world. Focusing primarily on maximizing the use of one’s lifetime exemption amount and removing
As we approach the latter half of 2022, our Private Client Service team would like to share some exciting updates in the areas of:
We trust you will find it both interesting and a reflection of