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.
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Trial Starts Now: Winning the Final Six Months provides a comprehensive guide to the critical tasks ...
This CLE course will provide critical insight to counsel for insurers facing bad faith claims on how...
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This one-hour CLE program examines the impact of implicit and systemic bias within the legal profess...
Advanced Negotiation Strategies for Lawyers explores the psychology and strategy behind successful l...
This 60-minute session gives you a practical operating system for the mental side of legal work: how...
When the investigation concludes, the discipline is issued, and the file is closed, most organizatio...
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