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.
This program will address the ethical obligations of Lawyer Advocates representing clients in arbitr...
Contracting with the Federal Government is not like a business deal between two companies or a contr...
Effective data privacy and artificial intelligence governance programs do not happen by accident. Th...
The landscape of global finance is undergoing a seismic shift as traditional assets migrate to the b...
This program will address some of the most common intellectual property (IP) issues that arise in co...
Learn about the latest trends in Federal Suspension and Debarments. This presentation will assist yo...
This program examines listening as an active, strategic trial advocacy skill rather than a passive c...
AI is impacting virtually every corner of practicing law. Increasing AI usage has revealed myriad ri...
The CLE will cover the Ins and Outs of Internal Corporate Investigations, including: Back...
This program will address the ethical obligations of Lawyer Advocates representing clients in mediat...