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. […]
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.
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!
Peter was excellent. He explained everything very clearly and is super friendly. My wife and I originally tried using a lawyer through group legal coverage, but unfortunately the old adage - "you get what you pay for" - applied to the other lawyer, and we decided to go with a real professional.
Peter and his staff handled all of our needs in a very professional and timely matter.
I contacted Peter through his website using the free consultation link for a question regarding a will. While I was expecting only a few minutes, it was a lengthy conversation. He made sure he understood the situation by asking many questions before offering advice. He then went through my options and results of each one. He left it up to me to decide if I wanted to proceed and did not push me toward one or another. His website has very useful information which I definitely researched before I called him. While I decided not to proceed at this time, I feel I had enough information to make that decision. I would not hesitate to hire him should I need to in the future.
Peter is a model attorney who puts his clients first at all costs. His extensive expertise in estate planning and tax planning was a great comfort as we began, and have expanded, our family. He is very thoughtful, generous, and quick witted. His approach towards his business has been an inspiration to his peer group, and his zest for life is extremely infectious. Without reservation, I highly recommend Peter as trusted and cherished counsel
Like another reviewer, I contacted Peter through his website using the free consultation link, for a question regarding PA inheritance taxes. The question was quite technical and difficult to explain, and the answer was nowhere to be found on the web. Peter grasped precisely what I was asking, and provided a clear, helpful response (with a touch of humor) the very next day.
Let us put our expertise to work for you.
Free consultation within 24 hours.
