Broker Check

ParkBridge Webinar: “Spousal Lifetime Access Trusts for Mass Affluent ($1-10M) taxpayers”

February 02, 2024

Enlightening, timely, and informative webinar given yesterday on “Spousal Lifetime Access Trusts for Mass Affluent ($1-10M) taxpayers” featuring my esteemed guest lecturerMartin Shenkman.

The program was hosted byParkBridge Wealth Managementand given to a national audience of attorneys, CPAs, wealth advisors, and high-net-worth investors.

You can watch the FULL video here.

o “Spousal Lifetime Access Trusts for Mass Affluent ($1-10M) taxpayers”
o Date: Thursday, February 1st 2024 @ 8:30am (60 minute program)
o Host/Moderator:Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management
o Speaker: Martin M. Shenkman CPA, MBA, PFS, AEP, JD, Founder, Shenkman Law
o Webinar Description: Spousal lifetime access trusts (“SLATs”) are one of the most common and popular planning tools for clients to use 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 presentation will discuss 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.

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