Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Spousal Lifetime Access Trusts
In this episode of The High Net Worth Podcast, Lucas and Luna explore the spousal lifetime access trust, or SLAT, an advanced estate planning tool that allows wealthy families to remove assets from their estate while still maintaining indirect access to them through their spouse. Lucas breaks down a real-world example: a married couple with a $30 million estate who could save over $6 million in federal estate tax by funding a SLAT with $10 million in growth assets. They discuss the mechanics, the grantor trust rules, the subtle trap of reciprocal trusts, and why proper drafting matters. Luna…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.