August 14, 2017
Spousal Lifetime Access Trust

Spousal Lifetime Access Trust

What is a Spousal Lifetime Access Trust (SLAT)? A SLAT is an Irrevocable Trust that: Provides specific support for a spouse for life Is excluded from the taxable estates of both spouses If everything goes as planned, ultimately passes more than the exclusion amount to the children or other designated […]
June 29, 2015

Community Property Planning

Marital Property Issues Estate planning is necessarily multi-disciplinary.  It touches upon many aspects of law. It affects taxation, property, family, and business concerns.   Marital Property rights is a critical element in legal planning.  The changes go both ways — the estate planning affects marital property interests and marital property affects the planning.  This is […]