SLATs, Marital Trust Conversations, and “Extraordinary Dividends” with Chris Nason "
Update: 2024-08-13
Description
Anne and Thomas are joined again by Chris Nason, partner at McDermott, Will and Emery LLP, to discuss the intracacies of how trusts operate, focusing on SLATs an Marital Trusts. Chris dives deep into SLATs, how they work, the benefits of having one and when having one may make sense.
They also debunk a conversation that has been taking social media by storm about a certain trust structure that can help you avoid all taxes, and discuss why it's unlikely to work despite it going viral.
For any questions, email us at practicalplanner@wealth.com.
Follow us on Instagram at @practicalplannerpodcast to stay up-to-date with our podcast!
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