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To claim CLE credit, view by: February 20, 2027
Depending on the jurisdiction in which you practice, you may or may not be able to claim credit for viewing this on demand seminar. Please check with your licensing agency for accreditation information.
Originally presented: February 21, 2025 | Course length: 3.0 hours
Spousal Lifetime Access Trusts (SLATs) have become a common estate tax planning strategy for married couples. In addition to covering the basics of SLATs including how they work and their key benefits and limitations, panelists will also walk through this new form and provide drafting tips so that you too can utilize this tool for your clients. Also learn what panelists will be doing for clients in 2025 before current federal legislation sunsets in 2026.
A Deep Dive into SLATs: Another Tool for Your Toolbox (3 HOURS)
Spousal Lifetime Access Trusts (SLATs) have become a common estate tax planning strategy for married couples. In addition to covering the basics of SLATs including how they work and their key benefits and limitations, panelists will also walk through this new form and provide drafting tips so that you too can utilize this tool for your clients. Also learn what panelists will be doing for clients in 2025 before current federal legislation sunsets in 2026.
FORMS TO BE DISCUSSED
– Andrea S. Breckner, Michael P. Sampson & Edward H. Tully
$155
Other discounts that may apply:
Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.
Minnesota CLE is applying to the Minnesota State Board of CLE for 3.0 standard CLE credits. The maximum number of total credits attendees may claim for this program is 3.0 credits.
Depending on the jurisdiction in which you practice, you may or may not be able to claim credit for viewing this on demand seminar. Please check with your licensing agency for accreditation information.
