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.
Explore the transformative potential of generative AI in modern litigation. “Generative AI for...
Session 9 of 10 - Mr. Kornblum, a highly experienced trial and litigation lawyer for over 50 years, ...
With the alarming prevalence of substance use and mental health disorders in the legal profession, i...
This program will cover the sources from which practitioners can gather documents, witnesses, and ot...
The Bank Secrecy Act (BSA) is a US law that fights money laundering and other financial crimes. BSA ...
This 1-hour program provides a comprehensive exploration of the ethical and compliance challenges in...
This program will focus on strategies and best practices for building a client base. Any personality...
This session will provide a comprehensive overview of the fiduciary duties owed by both minority and...
This presentation provides an in-depth analysis of various mechanisms for resolving shareholder disp...
This program will cover how to prepare an effective letter tendering defense and indemnity of an add...