Newsworthy Topics, Trust & Estate Planning

Asset Protection Trusts and Spousal Lifetime Access Trusts (SLAT)

Garrett Spangler, JD, LLM

Bryn Mawr Trust Advisors

April 24, 2024

< 1 min read

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Planning Perspectives is your guide to navigating the complexities of wealth management with ease.

This week we discuss asset protection trusts and spousal lifetime access trusts (SLAT).

Garrett Spangler, JD, LLM

Bryn Mawr Trust Advisors

Garrett Spangler works with clients on planning areas such as asset allocation, cash management, lending, estate planning, income taxes, wealth preservation, and liability exposure. He joined the company in 2018.

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Wilmington Savings Fund Society, FSB d/b/a/ Bryn Mawr Trust. Bryn Mawr Trust is a division of WSFS Bank. The Bryn Mawr Trust Company of Delaware is a subsidiary of WSFS Financial Corporation. Products and services are provided through WSFS Financial Corporation’s subsidiaries and their affiliates. Trust and investment advisory services are offered through Bryn Mawr Trust. Bryn Mawr Trust is not a registered investment advisor. Investment advisory services are also offered through Bryn Mawr Trust Advisors, LLC (“BMTA”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMTA’s registration as an investment advisor does not imply a certain level of skill or training.

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Asset Protection Trusts and Spousal Lifetime Access Trusts (SLAT)

Begin your journey

Have questions?

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Disclosures