For this reason, the SLAT may not remove your spouse as a beneficiary if you divorce. • If you have a prenuptial agreement, it needs to be reviewed. It may address what happens to trusts created ...

The SLAT has the same drawback of an IDGT in that ... There are a couple of options to remove this risk. First, the trust agreement can use the concept of the “floating spouse”.

SLAT – Spousal lifetime access trust ... might try to pierce the transaction saying you had a side deal (implied agreement) with all the folks involved to get at the money in the trust that ...

If the trusts are too similar, that can lead to issues with the IRS. To avoid this issue, the SLAT agreements must have sufficiently different rules in place. Every financial tool comes with ...