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Spousal Lifetime Access Trusts & Closely Held Businesses

Sep 24, 2021
   |   
Travis Neal
   |   
Articles

In his article for the Contra Costa County Bar Association, attorney Travis Neal looks at the Spousal Lifetime Access Trust and how business owners can minimize the estate tax implications when their business is worth more than the gift and estate tax exclusion. Travis explains the pros and cons of the SLAT, finding that SLATs are worth a closer look for clients with significant separate property wealth.

To read Travis’ full article, click here: https://issuu.com/cccba/docs/2021-09

#EstatePlanning #TrustsAndEstates #SLAT #EstateTax #WealthPreservation

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