1 CE Credit
Join expert guest, Martin M. Shenkman, CPA, MBA, PFS, AEP, JD, at the November Kitces Monthly Webinar where he will review what a SLAT is and provide tangible examples of how this traditionally ultra-high-net-worth tool be made useful for a broader range of clients.
At this webinar, advisors will learn:
- The planning benefits of the SLAT for families with $1-10M in net worth.
- How to make a SLAT appropriate for $1-10M clients.
- How to partner with clients and their attorneys to structure a SLAT in a way that accounts for the comprehensive financial plan
