SLATitudes of Love: Planning with Spousal Lifetime Access Trusts

SKU: EPP2100

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About This Course

Spousal Lifetime Access Trusts (SLATs) remain a powerful estate planning tool for clients seeking to utilize gift and generation-skipping transfer (GST) tax exemptions while preserving indirect access to transferred assets through a spouse. This CLE program will examine the key tax, estate planning, and drafting considerations involved in creating and administering SLATs, including the use of grantor trust rules to enhance wealth transfer opportunities and strategies for maximizing the benefits of available transfer tax exemptions.

The course will also explore techniques for building flexibility and optionality into trust structures to address changing tax laws, financial circumstances, and family dynamics. In addition, attendees will review common planning pitfalls, reciprocal trust concerns, and the unique challenges that can arise when a marriage ends, including the impact of separation and divorce on existing SLAT arrangements and related estate planning objectives.

Lecturers for this Course

Kim Kamin, Esq. Wendy Goffe, Esq.

Lecturer Bios

Kim Kamin, Esq.

Kim Kamin is a Principal at Gresham Partners, LLC, an independent multi-family office that currently serves about 100 ultra-high net worth families nationally. At Gresham, Kim serves as Chief Wealth Strategist, leading Gresham’s development and implementation of estate, wealth transfer, philanthropic, educational and fiduciary planning activities. Previously she was a partner in the Private Clients, Trusts and Estates Group at Schiff Hardin LLP where for many years her legal practice involved all aspects of trust and estate planning, administration, dispute resolution; advising families and their privately held businesses on a wide array of wealth preservation, asset protection and succession planning issues; and serving as counsel for the formation and operation of not-for-profit entities.

Kim is an adjunct professor at the Northwestern University Pritzker School of Law where she was awarded the William M. Trumbull Lectureship, and has taught Advanced Trusts and Estates, Income Taxation of Trusts and Estates, and Estate Planning. She is also on faculty for the Certified Private Wealth Advisor® (CPWA®) program through the University of Chicago Booth School of Business Executive Education. Kim is on the Editorial Advisory Board of Trusts & Estates Magazine and has authored numerous pieces http://wealthmanagement.com/author/kim-kamin.

She has published on a wide variety of topics and is also a frequent lecturer in a variety of venues across the country (such as Family Office Exchange, ACTEC, Heckerling Institute on Estate Planning, ALI-CLE, Purposeful Planning Institute, Chicago Estate Planning Council, Chicago Bar Association, Illinois Institute for Continuing Legal Education, Notre Dame Tax& Estate Planning Institute, and the Tulane Tax Institute). She was co-executive editor and co-author with Wendy Goffe for the past two editions of the Leimberg Library Tools & Techniques book, Estate Planning for Modern Families (3rd Edition 2019). Kim is a Regent for the American College of Trust and Estate Counsel (ACTEC), where she has chaired the New Fellows Steering Committee, co-chaired the Legal Education Committee, and served as founding chair of the Wealth Strategist and Fiduciary Counsel Subcommittee. Kim is President of the Chicago Estate Planning Council. She also serves on the Leaders Council for the UHNW Institute.

Additionally, Kim serves on the Chicago Community Trust Professional Advisory Council, the Art Institute of Chicago Gift Planning Advisory Committee, the Northwestern Memorial Foundation Professional Council for Philanthropy, the Goodman Theatre Spotlight Advisory Council, the Chicago Foundation for Women Professional Advisory Council, and the Executive Committee for the Lurie Children’s Legacy Partners. She also serves on the Chicago Stanford Association’s Board of Leaders. She is a member of The Economic Club of Chicago, where she has served on several committees. Kim received her B.A., with distinction.

Wendy Goffe, Esq.

Wendy Goffe has more than 30 years of experience counseling clients on estate planning issues, including representing and collaborating with private collectors, foundations, museums, and art advisors needing legal counsel related to the purchase, sale, gifting, and recovery of fine art and other creative works. Wendy has advised clients on probate and trust administration, estate and gift taxation, charitable giving and nonprofit entities, and issues concerning unmarried couples. She has extensive experience preparing prenuptial, postnuptial, and cohabitation agreements.

Wendy is a Fellow of The American College of Trust and Estate Counsel and a member of The International Academy of Estate and Trust Law. She is a member of the National Association of Estate Planners & Councils’ Estate (NAEPC) Planning Hall of Fame and a recipient of the NAEPC Accredited Estate Planner (Distinguished) designation.

Wendy is a regular speaker at local, regional, and national events addressing a variety of estate planning topics. She has also been interviewed by and written for many national publications.

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SLATitudes of Love: Planning with Spousal Lifetime Access Trusts

Choose Your State

About This Course

Lecturers for this Course

Choose Your State

Spend less and get more

Dedicated CLE Manager

Riveting Content & an Exceptional Library

Free Customized CLE Tracker

Online, Audio CD, DVD, iOS/Android App, USB Stick

Want Different Options?

Subscribe for Course Updates and News

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