Spousal Lifetime Access Trusts: Gifting Assets, Beneficiary and Grantor Considerations, Annual Reporting Requirements
David Choyne will be speaking on the panel “Spousal Lifetime Access Trusts: Gifting Assets, Beneficiary and Grantor Considerations, Annual Reporting Requirements.” This panel will explore how SLATs can provide flexibility in estate planning while addressing key considerations such as jurisdiction selection, reciprocal trust risks, beneficiary distributions, grantor tax implications, and annual IRS reporting requirements. Attendees will gain practical insights into advising clients on the benefits, risks, and compliance obligations associated with SLATs.
This event will take place on May 7th starting at 1:00 PM (EST).
For more information or to register visit link to program here.
As the law continues to evolve on these matters, please note that this article is current as of date and time of publication and may not reflect subsequent developments. The content and interpretation of the issues addressed herein is subject to change. Cole Schotz P.C. disclaims any and all liability with respect to actions taken or not taken based on any or all of the contents of this publication to the fullest extent permitted by law. This is for general informational purposes and does not constitute legal advice or create an attorney-client relationship. Do not act or refrain from acting upon the information contained in this publication without obtaining legal, financial and tax advice. For further information, please do not hesitate to reach out to your firm contact or to any of the attorneys listed in this publication. No aspect of this advertisement has been approved by the highest court in any state.
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