Dynasty Spousal Lifetime Access (SLAT) Solver

Underwrite funding completed-gift non-reciprocal SLATs in zero-income-tax states to remove assets from taxable estates while maintaining marital cash flow access.

Exemption Gift & Asset Growth

Lifetime Exemption Gift Funded into SLAT ($ USD)

Annual Compound Growth & Dividend Yield (% - e.g. 9.5%)

Federal Estate Tax Rate Avoided (% - e.g. 40.0%)

Tax Savings & Compounded Growth

Direct Federal Estate Tax Slashed on Gift

+$5,444,000 Estate Tax Shield

20-Year Trust Wealth Passed to Heirs (Tax-Free)

$83,607,025 100% Protected Wealth

Statutory Trust Nexus Jurisdiction

0.0% State Income Tax & Dynasty Perpetuity (Wyoming/Nevada)