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Understanding how to fund SLATs and avoid Smaldino | Navigating Tax Changes for Expiring TCJA Provisions

Sep 27, 2024 · 11 min watch

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In this informative video, Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, Partner — Keebler & Associates, LLP, breaks down how to effectively fund spousal lifetime access trusts (SLATs) while avoiding the pitfalls of the Smaldino v. Commissioner, T.C. Memo. 2021-127 case. He discusses important topics like ordering rules, exclusions, gift splitting and other critical strategies for effective financial planning. Bob’s insights will help you navigate the complexities of funding SLATs and optimizing estate plans.

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Download the Understanding how to Fund SLATs & Avoid Smaldino presentation slides

File name: understanding-how-to-fund-slats-and-avoid-smaldino.pdf

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