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Expert Perspective

News, research and market insights from our team of experts.

e.Insight

Current Issue | April 04, 2019

e.Insight

The Adaptable Spousal Lifetime Access Trust

While ‘innovative estate planning’ may seem like an oxymoron, a good estate plan should indeed be innovative and designed to adjust to a family’s evolving financial circumstances. Within an estate plan, a truly successful trust is one that will adapt. A Spousal Lifetime Access Trust (SLAT) is such a trust. The SLAT is an ideal vehicle to embed flexibility into a family’s estate plan, while allowing for significant multi-generational estate tax savings. Read more