Private Client Services

Greenberg Glusker Private Client Services Co-Chairs, Laura Zwicker and Stefanie Lipson, are scheduled to speak on the panel "Planning With, and The Pitfalls of SLATs, A Cautionary Tale of Two Trusts" for the San Francisco State Planning Council on May 20, 2026.

Panel Description

Planning With, and The Pitfalls of SLATs, A Cautionary Tale of Two Trusts explores the strategic use of Spousal Lifetime Access Trusts (SLATs) in estate planning. The presentation highlights how SLATs can help high-net-worth couples transfer wealth while retaining indirect access to assets, and examines common design mistakes that can undermine these benefits. Through a practical “two trusts” scenario, it illustrates key risks—such as the reciprocal trust doctrine, loss of spousal access, and coordination issues—offering guidance on how thoughtful structuring can help avoid costly pitfalls.