HAVE YOUR CAKE AND EAT IT TOO: USING SLATs IN ESTATE PLANNING
Have Your Cake And Eat It Too: Using SLATs -Spousal Lifetime Access Trusts
Martyn S. Babitz is vice president and a family wealth strategist for BNY Mellon Wealth Management. He advises clients on all aspects of family wealth transfer, business succession, philanthropy, and income tax, estate tax, gift tax and generation-skipping tax mitigation strategies. Previously, he was a senior vice president and national director of estate planning for Hawthorn, PNC Family Wealth."
Martyn Babitz, Esquire, focusing his practice on estate planning (including wills, trusts, individual and business planning, utilization of qualified plans, IRAs and life insurance in estate and business planning, and charitable giving), estate administration, tax and business succession planning.
He graduated, summa cum laude, of The Wharton School of the University of Pennsylvania, and a graduate of the Law School of the University of Pennsylvania. He has published numerous articles on estate planning and tax subjects in such national periodicals as Estate Planning and Journal of Practical Estate Planning, and local publications, such as the New Jersey Law Journal and Philadelphia Estate Planning Council Newsletter.
Babitz speaks extensively on estate planning, business succession planning and related topics before individuals, attorneys, accountants and business groups.