Joe Maier

Senior vice president and director of wealth strategy

Joe Maier, JD, CPA, is senior vice president and director of wealth strategy at Johnson Financial Group, where he specializes in business succession, financial and estate planning, and post-death administration needs.

Tax

Build the perfect spousal lifetime access trust

The use of a SLAT to eliminate the risk of changes in the estate and gift tax system can help separate legacy assets from lifetime assets.

By Joe Maier

September 30