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.
Part II builds on the foundation established in Part I by examining how classical rhetorical styles ...
This course provides a strategic roadmap for attorneys to transition from administrative burnout to ...
Boundaries and Burnout: The Hidden Crisis in Law is a 60-minute California MCLE Competence Credit pr...
As artificial intelligence becomes the engine of the global economy, the value of "AI-ready" data ha...
This presentation provides an overview of copyright law particularly as it applies to music. The pre...
This CLE program covers the most recent changes affecting IRS information reporting, with emphasis o...
Attorneys hopefully recognize that, like many other professionals, their lives are filled to the bri...
This CLE program examines attorneys’ ethical duties in managing electronically stored informat...
Evidence Demystified Part 1 introduces core evidentiary principles, including relevance, admissibili...
This course clarifies the distinction between profit and cash flow from a legal perspective. Attorne...