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SEP 11 2024

SLAT Buyers Beware - American Bar Association Real Property, Trust and Estate Law Section

Sep 11 2024

Joshua Headley, shareholder in the firm's Estates & Trusts practice group, presented "SLAT Buyers Beware" for the monthly meeting of the Income and Transfer Tax Planning Group of the Real Property, Trust and Estate Law Section of the American Bar Association. The presentation covered benefits and potentials risks with the uses of spousal lifetime access trusts (“SLATs”) as an estate planning tool, in light of upcoming tax law changes.