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Spousal Limited Access Trusts: How to Keep Your SLAT from Going Kersplat
Specialized Knowledge

SPOUSAL LIMITED ACCESS TRUSTS: HOW TO KEEP YOUR SLAT FROM GOING KERSPLAT

Cost $15.00
Presentation Length 1.0 hour

Recorded DateApril 30, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Other
Series: Estate Planning
Course Description

The Spousal Limited Access Trust (SLAT) is clearly going to be the player of the year for 2021 affluent taxpayers who want to avoid state tax. While SLATs are wonderful, there are several varieties and many traps for the unwary. 

Join Alan Gassman and Brandon Ketron for this webinar and receive charts, sample language, and other materials used in SLAT planning.

Learning Objectives:


  • Define what a SLAT is and how it can be used to save estate tax, protect from creditors, and protect a married couple's assets

  • Determine how a SLAT is taxed or disregarded and if and when to toggle off grantor trust status

  • Recognize how and when to place a SLAT in an asset protection jurisdiction and the advantages thereof

  • Identify what SLAT provisions should be added in case of divorce or family estrangement

  • Explain why the presenters are not comfortable with reciprocal SLATS

  • Give examples of clients who have used SLATS for effective results and dynamic planning approaches

  • List what to put into SLAT's and what not to put into SLATs

  • And much more

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Alan Gassman

Gassman, Crotty & Denicolo, P.A.
President
[email protected]
(727) 442-1200

Gassman crotty den

Alan S. Gassman, J.D., LL.M., is a board-certified estate planning and trust lawyer who practices in Clearwater, Florida. He has an LL.M. in taxation from the University of Florida and practices in trust and estate planning, tax, wealth preservation, and the representation of physicians and medical practices.

Mr. Gassman speaks at many tax conferences, national programs, and webinar platforms, including Bloomberg BNA Tax and Accounting and the Notre Dame Tax and Estate Planning Institute.

 

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Brandon Ketron

Gassman, Crotty & Denicolo, P.A.
Associate Attorney
[email protected]

Gassman crotty den

Brandon Ketron is an associate at the law firm of Gassman, Crotty, and Denicola, P.A. and practices in the areas of Estate Planning, Tax, and Corporate and Business Law. Brandon graduated from the University of Florida in May of 2016, where he received his LLM in Taxation. He received his JD from Stetson University College of Law and graduated cum laude. Brandon received his undergraduate degree from Roanoke College, where he graduated cum laude with a Business Administration degree and concentrations in accounting and finance. Brandon is licensed to practice law in Florida and is a licensed CPA in Florida and Virginia.
 

About Our Presenter

Gassman crotty den

Our firm was formed in 1987 with one lawyer and a shared secretary and receptionist to provide representation to professionals, business owners and retirees in their estate and related tax and personal planning, business and corporate needs.

Since then we have grown to 6 lawyers and over 20 staff, which we have found over the past two decades to be the best size for us. We are very proud of our team, our systems, and our dedication to providing the best and most appropriate legal services for all clients, whether big or small. Our lawyers meet together almost every morning to discuss and work together on cases, strategies and practice improvement projects in order to work the most efficiently and effectively for our clients. We like what we do and enjoy working together.