Episode 42: IN FOCUS: “Spousal Lifetime Access Trusts for Mass Affluent ($1-10M) taxpayers”
Jonathan On Money7 Helmi 2024

Episode 42: IN FOCUS: “Spousal Lifetime Access Trusts for Mass Affluent ($1-10M) taxpayers”

This week, join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

Today, we will discuss will “Spousal Lifetime Access Trusts for Mass Affluent ($1-10M) taxpayers” Martin Shenkman, Founder of Shenkman Law in New York.

Today’s show is on Spousal lifetime access trusts or “SLATs”, which are one of the most common and popular planning tools for clients to use their exemption, especially before the exemption amount is cut in half in 2026. But SLATs are not only for clients worth $10-$50+ million seeking to use exemption, the SLAT technique can be adapted to be a valuable planning tool for the mass affluent client worth $2-10 million. This discussion will cover how to modify SLAT planning and capture benefits for this large group of clients. It will focus on practical income tax, estate planning, and asset protection planning benefits.

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