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 course is meant for lawyers of all levels and areas of practice, and in it, we will explore way...
During this course you will take a deep dive into federal bid protest litigation at the U.S. Court o...
New York City’s new Non-Primary Residence Property Surcharge—commonly known as the pied-...
Join us for this presentation to learn about the U.S. Court of Appeals for the Federal Circuit litig...
Class action waivers in arbitration agreements remain enforceable, but a decade of U.S. Supreme Cour...
Perfectionism is often rewarded in the legal profession. It drives attention to detail, thorough pre...
Confidentiality Agreements (also called NDAs) are too often treated as routine. So routine, th...
Incorrect military records prevent active duty and reserve Soldiers, Airmen, Guardians, Marines, Sai...
This program examines the legal standards and factors courts throughout the United States apply when...
Data privacy remains one of the most rapid areas of growth in the class action space. Plaintiffs con...