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concept-piece-download-70043-funding-a-spousal-lifetime-access-trust

With a spousal lifetime access trust (SLAT), one spouse makes a gift to an irrevocable trust using the gift tax exemption. The SLAT names the other spouse as a current beneficiary, which allows the trustee to distribute funds to the beneficiary spouse during their life.

Published: January 10, 2024
Tracking Code: 70043
Business Line: Advanced Planning
Category: Estate Planning & Wealth Transfer
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