Advanced Estate Planning Techniques: SLATs 101 & 102
Date: May 16 Time: 7:30 am - 9:00 am
Cost: This event is being offered as a free education session.
Manchester, NH 03101 United States
Spousal Lifetime Access Trusts (SLATs) are one of the most popular advanced estate planning techniques due to the flexibility they provide to families. In light of the sunset of the lifetime exemption at the end of 2025, we expect to see many clients creating a SLAT over the next year and a half. Join attorneys William V.A. Zorn and Caitlin G. McCurdy as they highlight the key features of a SLAT, compare different funding strategies, and alternative structures, as well as discuss the overall advantages, disadvantages and potential risks.
Presenters
Bill is a director and vice chair of the firm’s Trusts & Estates Department. He concentrates his practice in sophisticated estate planning, including the implementation and administration of tax strategies and trusts and alternative strategies for high income and high net worth individuals, families, executives and business owners, as well as strategies involving asset protection and wealth preservation. Bill is experienced representing major lottery winners in the New England region assisting them with their income tax, gift tax, confidentiality and family planning issues.
Caitlin is a Director in the Trusts and Estates Department where she represents clients in a variety of areas including estate planning, tax planning, and trust and estate administration. She works with clients to implement sophisticated tax strategies, including asset protection and wealth preservation plans for individuals, families, and business owners. Caitlin also advises secondary schools and non-profit organizations on charitable planning issues and has experience working with families to establish family compound trusts to successfully pass legacy real estate to the next generation.