Wealth Preservation Strategies: Leveraging IDGTs and SLATs in Estate Planning

12:00 p.m. – 12:05 p.m.

Welcome and Introduction

12:05 p.m. – 12:55 p.m.

Wealth Preservation Strategies: Leveraging IDGTs and SLATs in Estate Planning

This program explores the strategic use of Intentionally Defective Grantor Trusts (IDGTs) and Spousal Lifetime Access Trusts (SLATs) in estate planning. These tools offer powerful tax advantages and wealth preservation opportunities for high-net-worth individuals. Attendees will gain insight into the mechanics of these trusts, their benefits, key considerations, and potential pitfalls. Practical examples and planning techniques will also be discussed.

Speaker: 

Kadeen L. Wong, Esq.

Law Office of Kadeen Wong

New Rochelle, NY

1.0 Credit in Areas of Professional Practice

12:55 p.m. – 1:00 p.m.

Q&A