Broker Check

Episode 42 of the "Jonathan On Money" podcast just dropped!

February 07, 2024

Episode 42 of the "Jonathan On Money" podcast just dropped!

This week, joinJonathan I. Shenkman, AIF®, President & CIO ofParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

This week we will discuss “Spousal Lifetime Access Trusts for Mass Affluent ($1-10M) taxpayers” featuringMartin ShenkmanCPA, MBA, PFS, AEP, JD, Founder, Shenkman Law.

Today’s show is on Spousal lifetime access trusts or “SLATs”, which are one of the most common and popular planning tools for clients to use their exemption, especially before the exemption amount is cut in half in 2026. But SLATs are not only for clients worth $10-$50+ million seeking to use exemption, the SLAT technique can be adapted to be a valuable planning tool for the mass affluent client worth $2-10 million. This discussion will cover how to modify SLAT planning and capture benefits for this large group of clients. It will focus on practical income tax, estate planning, and asset protection planning benefits.

You can check it out on Apple Podcasts, Spotify, my website ( OR wherever you get your podcasts.