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At CIBC, we provide a full suite of investment management, wealth planning, trustee services and private and commercial banking solutions tailored to your personal and business objectives.
Proactive Planning With Low Market Values Using Spousal Lifetime Access Trusts
CIBC Private Wealth US
10 minutes
5 years ago
Proactive Planning With Low Market Values Using Spousal Lifetime Access Trusts
Would you like to transfer wealth to your family, but are concerned about relinquishing complete access to it now? A strategy that allows the best of both worlds—efficiently transferring wealth, while retaining indirect access to that wealth if needed—is a Spousal Lifetime Access Trust (SLAT).
CIBC Private Wealth US
At CIBC, we provide a full suite of investment management, wealth planning, trustee services and private and commercial banking solutions tailored to your personal and business objectives.
