Cautious Use of SLATs

Brent chats with Clay McKenna about how SLAT (Spousal Lifetime Access Trust) planning can be dangerous without precautions. They talk about reciprocal trust issues, community and marital property, and suggest taking a measured approach before jumping into the SLAT pool. Clay is a Wealth Adviser and Executive Director in the Houston, Texas office of J.P. Morgan Private Bank. Clay earned her undergraduate and juris doctorate degrees at the University of Virginia. Prior to joining J.P. Morgan Private Bank, Clay practiced law at the law firms of Baker Botts and Winstead. Clay and her team can be found here: Our Houston, TX Office | J.P. Morgan Private Bank U.S. This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/. Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/