SLATs in a New Tax Landscape

Tuesday, January 21, 12:30 pm - 1:30 pm Pacific via ZOOM

Attend

BHBA members attend all CLE webinars for free. There is a fee for non-members. Check out all membership options at www.bhba.org/membership.

Earn 1.0 hour of General CLE or Estate Planning, Trust, and Probate Law LSCLE credit.

Meet the Speaker

Daniel Lorenzen


Partner

Stradling Yocca Carlson & Rauth LLP

About the Program

This presentation will cover the history and implementation of Spousal Limited Access Trusts, best practices for these flexible estate planning vehicles, and their ongoing utility in light of the recent election and anticipated future estate and gift tax landscape. We will also discuss significant concerns that can arise when a divorce occurs, or when a spousal beneficiary dies. Back-end SLATs have developed as a partial solution to some of these concerns, although we will discuss the increased complexity involved in the interplay between state and federal law in this arena.

This program is presented by the Trust and Estates Law section, co-chaired by Jacqueline Yu and Courtney Patton. The section is sponsored by The Sanborn Team, Bond Services of California, Liberty Mutual, California Title Company, and Pickford Escrow Company. The program is co-sponsored by the Taxation Law section, chaired by Philipp Behrendt. Find out more at www.bhba.org.

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