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.

View more videos

T3 Survey: Share Your Opinion of FP Alpha

To help us grow FP Alpha’s platform, we invite you to take the T3/Inside Information Software Survey.
Please note that FP Alpha is listed under Financial Planning Software (Q8), Retirement Distribution Planning Tools (Q10), Estate Planning Tools (Q12), Tax Planning Software (Q14), and Digital Marketing Tools (Q68).
Enjoy a $5 Starbucks gift card on us when you fill out.

Take Survey