SLAT-tery Will Get You Everywhere: The Key to a Happy Marriage While Maximizing Lifetime Exemption Gifts

Kim Kamin, Chief Wealth Strategist at Gresham Partners LLC, presented on “SLAT-tery Will Get You Everywhere: The Key to a Happy Marriage While Maximizing Lifetime Exemption Gifts” for the Charlotte Estate Planning Council on April 23, 2026. Kim presented a detailed exploration of how utilizing gift and GST exemptions can best be accomplished to create spousal lifetime access trusts (aka SLATs), take advantage of the grantor trust rules, and maximize future flexibility and optionality.

If you would like additional information, please contact Kim Kamin at kkamin@greshampartners.com, or 312-960-0200.