SLAT Funded With IUL

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 17, 2023
Tracking Code: 70043
Business Line: Advanced Planning
Category: Estate Planning & Wealth Transfer
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