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Presenting a 90minute encore presentation with live Spousal Lifetime Access Trusts: Income, Gift, Estate and GST Tax, State Limitations, Building in Powers and Options THURSDAY, JANUARY 14, 20211pm

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How to fill out spousal lifetime access trusts

01

Consult with an estate planning attorney to discuss the terms and requirements of a spousal lifetime access trust (SLAT).

02

Determine the assets that will be transferred into the SLAT.

03

Name your spouse as the primary beneficiary of the trust while retaining the ability to access the trust's assets during your lifetime.

04

Establish the terms of distribution and any conditions for access to the trust funds.

05

Execute the trust agreement and transfer the assets into the trust as outlined in the agreement.

Who needs spousal lifetime access trusts?

01

Individuals who want to provide for their spouse while maintaining some control over the assets during their lifetime may benefit from a spousal lifetime access trust.

02

Couples looking to minimize estate taxes and protect assets for future generations can also utilize SLATs as part of their estate planning strategy.

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What is spousal lifetime access trusts?

A spousal lifetime access trust is a type of irrevocable trust that allows one spouse to access the trust assets for their benefit while still ensuring that the assets are ultimately transferred to the other spouse or beneficiaries.

Who is required to file spousal lifetime access trusts?

The creator or grantor of the spousal lifetime access trust is usually required to file the trust with the appropriate tax authorities.

How to fill out spousal lifetime access trusts?

To fill out a spousal lifetime access trust, detailed information about the trust assets, beneficiaries, trustees, and terms of access must be provided in the appropriate legal documents.

What is the purpose of spousal lifetime access trusts?

The purpose of spousal lifetime access trusts is to provide one spouse with access to trust assets while still preserving the assets for the benefit of the other spouse or designated beneficiaries.

What information must be reported on spousal lifetime access trusts?

Information such as the trust assets, beneficiaries, trustee details, and access provisions must be reported on spousal lifetime access trusts.

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