SPOUSAL LIFETIME ACCESS TRUST (SLAT): PRESERVING ASSETS FOR YOUR SPOUSE AND FAMILY
Gabriel Katzner - November 16, 2023 - Estate Planning
Ken, age 65, a widower, has recently married Kellie, age 49. Ken has two adult children who are both very active in their family business. Kelly has an adult daughter, who is married with two children and currently lives in Europe. Ken’s estate is valued at approximately $35 million. He wants to ensure that Kellie […]
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