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Leveraging A Spousal Lifetime Access Trust

Leveraging a Spousal Lifetime Access Trust

Authored By GreerWalker

The lifetime gift tax exemption is at an all-time high of $11.7 million per individual and $23.4 million per couple but may be reduced in the near future by potential legislation. This video provides an overview of the Spousal Lifetime Access Trust and how it can help couples maximize their lifetime gift tax exemption.