Martin M. Shenkman walks you through the fundamentals of Spousal Lifetime Access Trusts (SLATs), which have emerged as popular planning tools among clients seeking to maximize their state tax exemption. The video covers the advantages of SLATs, and how you can use the process of creating one as an opportunity to build referral relationships with attorneys.
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Tax Snapshot
A comprehensive tax snapshot, enabling advisors to facilitate a review, offering insights into State Tax Credits, Medicare Premiums, Modified AGI Tiers, Roth Conversions, and QBI Deductions
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