In this episode of FIN-LYT by EWA, Matt Blocki, Jamison Smith, and Jimmy Ruttenberg unpack one of the most powerful tools in estate planning: the Spousal Lifetime Access Trust (SLAT).
Designed for high-net-worth families, SLATs can preserve control, maximize tax efficiency, and safeguard generational wealth. The team breaks down how these irrevocable trusts allow couples to move significant assets out of their estate—while still retaining indirect access to those funds. They dive into why this planning strategy is especially timely, with current estate tax exemptions set to sunset in 2026, and explain how to strategically use exemptions before the law potentially changes.
From avoiding 40%+ estate taxes to navigating the complexities of control, trustee selection, and asset funding, this conversation covers the full SLAT playbook. You’ll also hear real-world examples of how clients are using these trusts to prepare the next generation - without enabling them.
Whether you’re an executive, entrepreneur, or physician with a growing estate, this episode will show you how to make intentional decisions that protect your legacy while maintaining flexibility.
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