Forums Support Library KEA – Kugler Estate Analyzer™ Spousal Lifetime Access Trust (SLAT)


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    • Kathleen Reynolds
      Post count: 428


      Click the Edit button to set the specifications of the SLAT:

      • The name of the SLAT
      • The year in which the transfer takes place
      • To select the asset to use to fund this technique, click the ‘+’ button.
      • Verify the amount listed as Principal.



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