Posted on Mon Jan 14, 2019, on SLAT Spousal Limited Access Trust
From Our “Ask a Question” Mailbag: “Can you provide SLAT Examples?” Spousal Limited Access Trust SLAT Examples: Planning for Retirement. Mr. and Mrs. Philadelphia each have amassed $250K earmarked for their retirement. They are concerned about asset protection planning and want to a plan to provide shelter for the assets. […]
Klenk Law
Posted on Thu Aug 25, 2016, on SLAT Spousal Limited Access Trust
From Our “Ask a Question” mailbag: “What is a Spousal Limited Access Trust?”
A Spousal Lifetime Access Trust, or SLAT, holds and shelters your gifts for your spouse’s benefit.
Klenk Law
Peter Klenk is the founding member of Klenk Law, a seven attorney boutique estate planning law firm. We serve clients in Pennsylvania, New Jersey, New York, Minnesota and Florida. Peter Klenk received his Masters in Taxation LL.M. from NYU Law School and his J.D. from the University of Minnesota Law School. He served his country in the Navy JAGC during Desert Storm. Easy to talk to, feel free to call Peter for an appointment. We will make the process as easy as possible!
"I worked for Peter Klenk for 4 wonderful years. I can’t speak highly enough of everyone at the firm. Everyone truly cares about their clients and has a strong sense of responsibility to get things done right. I would highly recommend Klenk Law!"
Flora Novick
Peters' firm has prepared and updated our Wills and Trusts for the last 15 to 20 years. They know the law and help with your decision making to use the law to your best advantage. Response time to your requests is very reasonable, and final reviews and signing is executed in a timely manor with a thorough coverage of the documents. Our most recent updates to our Wills & Trusts were somewhat complicated, in our opinion, but Peter and his staff handled them effortlessly. As you can tell from this review Peter Klenk's firm is top notch.
We have been using Klenk law for a decade. Always good advice and fast execution. Highly recommended!
Overall I great experience with Daniella and the rest of her team to work with me for my fathers estate. Never was an issue that couldn’t be fixed. I highly recommend klenk Law firm.
We came to this firm based because of the online reviews we read and were not disappointed. Peter and the staff were a pleasure to work with - Peter was friendly, knowledgeable and patient with all our questions and the office staff were extremely responsive and efficient with all the scheduling and follow up needed to get us ready for the signing. We also like that all documents are housed in a portal that is easily accessible. Thank you to Peter and the team for helping us cross 'update estate planning documents' off our list.
I worked with Daniella to settle my father’s estate. She was kind, efficient, knowledgeable, and made the entire process seamless. I highly recommend working with Daniella.
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