Planning With, and The Pitfalls of SLATs, A Cautionary Tale of Two Trusts
Wednesday, May 20th @ 5:00 pm | City Club of SF
Featured Speakers: Laura Zwicker and Stefanie Lipson, both partners at Greenberg Glusker
* Please RSVP by May 18, 2026 to avoid a late registration fee.*
Join us for our May member meeting.
Topic
Planning With, and The Pitfalls of SLATs, A Cautionary Tale of Two Trusts explores the strategic use of Spousal Lifetime Access Trusts (SLATs) in estate planning. The presentation highlights how SLATs can help high-net-worth couples transfer wealth while retaining indirect access to assets, and examines common design mistakes that can undermine these benefits. Through a practical “two trusts” scenario, it illustrates key risks—such as the reciprocal trust doctrine, loss of spousal access, and coordination issues—offering guidance on how thoughtful structuring can help avoid costly pitfalls.
Agenda
- 5pm - 6pm: Networking, cocktails, and appetizers
- 6pm - 730pm: Meeting and content presentation
Cost
- $125 Members (pre-registered)*
- $185 Guests (pre-registered)*
*An additional $25 fee applies if you register at the door.
About the Speakers
Laura Zwicker
Laura Zwicker is Co-Chair of the Private Client Services Group at Greenberg Glusker and leads its International Private Wealth Law practice.
Laura’s practice focuses on advising multinational and domestic families across generations on the tax, trust, and philanthropic issues involved in global and domestic wealth transfer. Laura provides tailored advice on tax residency and pre-immigration and emigration structuring, counsels founders on liquidity event planning, and serves as outside counsel to family offices and fiduciaries on a variety of planning issues, including the implications of family members and beneficiaries becoming, or ceasing to be, U.S. tax residents. Laura partners with leading legal, tax, and family office advisors across Europe, Asia, Australia, and New Zealand, to ensure integrated structuring that best achieves clients’ objectives across jurisdictions.
Laura has received many accolades, including being ranked in Chambers and Partners Global High Net Worth Guide (2016–2025) for Private Wealth Law and named to The Hollywood Reporter's Troubleshooters, an elite list of power lawyers. She has also been recognized in the Daily Journal, National Law Journal, Los Angeles Business Journal, The Best Lawyers in America®, and Legal 500.
She frequently provides media commentary and has been featured in The Times of London, Wall Street Journal, Los Angeles Times, The Hollywood Reporter, Business Insider, Financial Planning, Wealth Management, Bloomberg Tax, Bloomberg Law Podcast, and Law360.
Stefanie Lipson
Stefanie J. Lipson is Co-Chair of the Private Client Services Group at Greenberg Glusker and leads their Family Office Advisory practice.
Stefanie provides comprehensive counsel to domestic and international families, family offices, real estate and tech entrepreneurs, high-profile entertainment figures, private investors, and closely held business owners and founders in all aspects of personal wealth, tax, estate, and succession planning.
Stefanie is a Fellow of the American College of Trust and Estate Counsel (ACTEC), is a full member (TEP) of the Society of Trust and Estate Practitioners, and is recognized in Chambers' High Net Worth Guide in the area of Private Wealth Law and featured in The Best Lawyers in America.®
CE Credit: This activity may be approved for continuing education credit by the State Bar of California and CFP Board. Certificates are provided after attendance.
Excused Absence: Members can request an excused absence in writing emailing us prior to the meeting.
Cancellations must be received three business days prior to the meeting.
