Properly Designing SLATs and Dynasty Trusts to Work Together | Navigating Tax Changes for Expiring TCJA Provisions

In this insightful video, Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, Partner — Keebler & Associates, LLP, discusses how to effectively design spousal lifetime access trusts (SLATs) and dynasty trusts to work in harmony. He starts with the basics, explaining how to utilize exemptions and gifting strategies to maximize benefits. Bob provides practical examples and strategies to help viewers understand how these trusts can complement each other for optimal estate planning. Don’t miss this opportunity to learn how to secure