[WEBINAR] What’s On My Desk: Spousal Lifetime Access Trusts (SLATs) from Ameritas
Thursday 05/29/2025 at 12:00 pm - 1:00 pm CDT
Join our webinar, What’s On My Desk, led by experts at BakerHostetler. Dive into the world of Spousal Lifetime Access Trusts (SLATs), a top planning tool today. We’ll explore gifts of business interests, divorce implications, borrowing, distributions and tax reimbursement clauses. Uncover potential pitfalls and learn why collaborating with elite professionals is crucial for legacy planning, as many SLATs evolve into irrevocable life insurance trusts. Invite clients, attorneys, CPAs, other financial professionals, non-Ameritas peers and colleagues to this event. Reserve your spot today!
Join our webinar, What’s On My Desk, led by experts at BakerHostetler. Dive into the world of Spousal Lifetime Access Trusts (SLATs), a top planning tool today. We’ll explore gifts of business interests, divorce implications, borrowing, distributions and tax reimbursement clauses. Uncover potential pitfalls and learn why collaborating with elite professionals is crucial for legacy planning, as many SLATs evolve into irrevocable life insurance trusts. Invite clients, attorneys, CPAs, other financial professionals, non-Ameritas peers and colleagues to this event. Reserve your spot today!
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