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.
As the largest purchaser of goods and services in the world, the United States Government requires f...
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Have you felt overwhelmed by the amount of technology available to family lawyers? We'll get to know...
This course on trade secrets litigation provides real-world best practices through all key stages of...
This presentation serves as a critical follow-up to the June 12, 2026, session on PTAB Discretionary...
Most legal professionals are operating in survival mode whether they realize it or not. Not crisis-l...
This dynamic CLE presentation challenges trial lawyers to rethink everything they were taught about ...
This one-hour CLE program examines the impact of implicit and systemic bias within the legal profess...