Emily Smith, director of financial planning at Williams Jones Wealth Management, says there was a lot of movement to create ...

SLATs have been the planning acronym du jour for several years. You create a trust for your spouse and perhaps other beneficiaries, and your spouse creates a trust for you and other beneficiaries. The ...

We lawyers love fancy names and acronyms. It keeps the estate planning process mythical and a bit veiled. Reality is, many of the fancy names given to trusts and other planning techniques obfuscate ...

Spousal lifetime access trusts, or SLAT s, have been an estate planning tool for many years, but the irrevocable trusts have gained popularity ahead of the pending sunset of current estate and gift ...