Gresham Partners LLC
07/16/2026 | Press release | Archived content
SLATitudes of Love: Planning with Spousal Lifetime Access Trusts
Kim Kamin, Chief Wealth Strategist at Gresham Partners LLC, co-presented "SLATitudes of Love: Planning with Spousal Lifetime Access Trusts" for the 2026 Estate Planning for Large Estates Program. She was accompanied by Wendy Goffe. This session examined key considerations and best practices for using gift and generation-skipping transfer tax exemptions to create spousal lifetime access trusts ("SLATs"), leveraging the grantor trust rules, maximizing future flexibility and optionality through thoughtful trust design, and addressing issues that arise in the context of divorce.
If you would like additional information, please contact Kim Kamin at [email protected], or 312-960-0200.
Gresham Partners LLC published this content on July 16, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on July 27, 2026 at 15:45 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]