Cannon Estate Planning Teleconference: Spousal Lifetime Access Trusts – A Fleeting Opportunity

The Tax Cuts and Jobs Act brought historically high estate and gift tax exemptions. With the seemingly inevitable “sunset” of the Act looming on the horizon, spousal lifetime access trusts (“SLATS”) have been widely promoted in recent years as the best “have-your-cake-and-eat-it-too” estate planning strategy out there. In this program, we’ll explore several aspects of the design, creation and administration of a SLAT, including:

• Purposes
• How best to fund to minimize tax risk
• Current and future beneficiaries
• Initial and successor Trustees
• Pitfalls to avoid

Hosted at The Trust Company of Tennessee’s Knoxville office. Light snacks will be provided beginning at 12:30 p.m.

 About Cannon Estate Planning Teleconferences

Cannon Estate Planning Teleconference Series is a teleconference on Wealth Management and Estate Planning topics.

The industry’s foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best. Professionals can connect and collaborate on relevant issues without the added expense of travel and accommodations while earning continuing education and learning credits to preserve their valuable business credentials.