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Katharine B. M. Brite and Matthew J. Leonard Published in Financial Advisor

The article, “Why a SLAT Can Be a Good Tax Planning Tool,” written by trusts and estates attorneys Katharine B. M. Brite and Matthew J. Leonard, was published in Financial Advisor.

Spousal lifetime access trusts (SLATs) have become a popular tax savings tool to utilize the benefit of lifetime gifts while maintaining some access to the funds. While there are many advantages to creating and funding a SLAT, there are a few pitfalls.

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