The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique
Tuesday, May 21, 2019, 1:00 PM - 2:00 PM, ET
Presenter: Steven J. Oshins, JD, AEP (Distinguished)

You’ve all heard of a Spousal Lifetime Access Trust, otherwise often called a SLAT. But what is it, and where does it fit into your clients’ estate plans? Did you know that you can set up a SLAT where the assets are protected from creditors and divorcing spouses and free of estate taxes, yet you can have indirect access to the assets? And did you know that you can set one up without even making a completed gift for gift tax purposes? 

Join nationally-known estate planning attorney Steve Oshins as he explains how SLATs work and where estate planners have opportunities to use them for clients. 

Whether you’re an attorney, an accountant, a trust officer or a financial planner, it is crucial for you to attend this very important webinar. In total, you will have 60 minutes of exciting, informative discussion.  

In this webinar, you will:

  • Learn how to explain SLATs to clients
  • Explore exactly how you set one up where you want the gifts to be complete for gift and estate tax purposes
  • Go through details of how to design the SLAT if you want to avoid a completed gift for gift tax purposes
  • Learn using examples of when to use each different SLAT version
  • Get examples illustrating how to design the trust where creditor protection is the primary objective
  • Discover ways to design the SLAT for maximum divorce protection
  • Find out how to use a “floating spouse” provision to best protect the trust assets and have future access when getting remarried
  • Learn how the SLAT is generally taxed for income tax purposes
  • Explore funding techniques when the assets are primarily community property

Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 credit
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 5/07/2019

1.0 CLE (California Board of Legal Specialization - Estate Planning)
1.0 CFP credit pending (National CFP Board)

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 823 or


WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBA Sponsor ID 108255.

We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas State Board Sponsor ID 9610.


This webinar is included for Trusts & Estates Subscribers and provided live complimentary for Business Law Subscribers

Regular Price: $139 | Trusts & Estates Price: $0 | Gun Law Price: $139 | Business Law Price: $0 (Website access not included) | Practice Development Price: $139