[WEBINAR] Spousal Lifetime Access Trusts (SLAT) from Prudential

Help married clients who are concerned about uncertain taxes protect their estate while retaining access to their money.

Join host Donna Scalaro as she introduces Karen Hoffman, CLU®, ChFC®, CASL®. Karen will bring her great knowledge and years of experience to talk about Spousal Lifetime Access Trusts (SLATs) and how you can use them in your estate planning solutions. Karen will cover these three areas:

• Client Profile
  • Which clients may benefit from this strategy and how to identify them.
• The SLAT Strategy
  • How it works.
• Life Insurance as Funding for a SLAT
  • How single life or survivorship life insurance can fund it.

Speakers:

Karen Hoffman, CLU®, ChFC®, CASL®
Vice President, Advanced Planning, Individual Solutions Group Prudential Insurance Co. of America

Karen has more than 34 years of experience in the financial services industry. Previously, she worked at The Hartford as an Advanced Markets Consultant.

Karen has been an invited speaker nationwide on a variety of retirement planning, advanced markets, and other financial topics. She has also taught continuing education courses for Certified Financial Planners™, Attorneys, and Certified Public Accountants.

Born and educated in London, England, Karen has earned the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Chartered Advisor for Senior Living (CASL®) designations.

Donna M. Scalaro, J.D.*
Vice President, Advanced Planning, Individual Solutions Group Prudential Financial, Inc.

Donna is a Vice President in the Advanced Planning group of Prudential’s Individual Solutions Group. In this role she consults with Prudential’s sales force and distribution partners to provide technical knowledge and support for life insurance sales and marketing in the areas of estate and business planning, charitable giving, wealth transfer, and retirement planning. She is a frequent speaker on such topics.

*Not in the practice of law for Prudential.