The seminar will explore the advantages and disadvantages of a variety of trust strategies and other arrangements currently available to retirement plan owners who do not wish leave their retirement plans outright to their heirs at death. Trust strategies to be discussed include conduit trusts, accumulation trusts, and testamentary charitable remainder unitrusts. Charitable gift annuities and outright bequests to donor advised funds and private foundations comprise the other arrangements to which attention will be given. Each trust strategy and each other arrangement will be examined for use with each of the five types of eligible designated beneficiary and also with heirs who do not qualify as such.
Contracting with the Federal Government is not like a business deal between two companies or a contr...
This program provides a detailed examination of the Black Market Peso Exchange (BMPE), one of the mo...
Many lawyers may not fully understand the Bar rules and ethical considerations regarding client repr...
The landscape of global finance is undergoing a seismic shift as traditional assets migrate to the b...
Loneliness isn’t just a personal issue; it’s a silent epidemic in the legal profession t...
In an era of heightening geopolitical tension, the protection of sensitive personal data has moved f...
In high-stakes, high-pressure environments like the legal field, even the most accomplished professi...
This advanced CLE dives into complex GAAP topics relevant to attorneys advising corporate, regulator...
In “Choosing the Right Business Entity,” I will walk through the issues that matter most...
This program will address the ethical obligations of Lawyer Advocates representing clients in mediat...