A Matter of Trust®2020-10-07T23:25:30+00:00
Home|Podcasts|A Matter of Trust®

A Matter of Trust®

An Estate Planning Podcast with Annie Rogers, Christina Knopke & Peter Mallouk

A Matter of Trust, hosted by Creative Planning President Peter Mallouk and attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

A Matter of Trust podcast art

Advanced Estate Planning: Spousal Lifetime Access Trusts (SLATs)

In this episode, Attorneys Chrissy Knopke and Annie Rogers discuss an advanced estate planning technique called Spousal Lifetime Access Trusts (SLATs). With talk of the individual lifetime exemption being significantly reduced in the near future, there’s been a renewed and urgent focus on SLATs for ultra-high net worth couples with potentially taxable estates.