Spousal lifetime access trusts, also known as SLATs, were a popular vehicle during the past two years for financial advisors seeking estate planning strategies to get ahead of potentially lower ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. As 2025 draws near, estate planners and their clients are preparing for the ...

The Spousal Lifetime Access Trust, or SLAT, has become one of the most popular estate planning strategies employed by married couples. It is an irrevocable trust created by one spouse (the “grantor”) ...

Spousal lifetime access trusts, or SLAT s, have been an estate planning tool for many years, but the irrevocable trusts have gained popularity ahead of the pending sunset of current estate and gift ...

A new law was recently passed in Florida that will allow a grantor spouse of a Spousal Limited Access Trust (SLAT) to be added as a beneficiary of the SLAT following the death of the beneficiary ...

The wealthy want to use Trump-era tax cuts but don't want to lose access to their riches. They can have their cake and eat it too by using spousal lifetime-access trusts, or "SLATs." Lawyers told ...

Royce Ramey, CFA, is co-CEO of Versant Capital Management, a multifamily office in Dallas and Phoenix serving ultra-high-net-worth families. As an advisor working with ultra-high-net-worth families, I ...