Jonathan Forster, Alyssa Shook Discuss Spousal Lifetime Access Trusts

News / July 16, 2021

Partner Jonathan Forster and Associate Alyssa Shook are featured in a video made of a recent webinar presented by Finseca. The topic is “The Wealth Transfer Vehicle of Choice During Uncertain Times… Spousal Lifetime Access Trusts - The Good, The Bad And The Ugly.” Forster and Shook review the proposed tax legislation in President Biden’s Green Book and offer planning insights with a focus on spousal lifetime access trusts. The discussion will provide practical observations and transferable business ideas around the use of life insurance.

Watch the video.