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.
The Fair Debt Collection Practices Act (FDCPA) remains one of the most important consumer protection...
In “Choosing the Right Business Entity,” I will walk through the issues that matter most...
This program is geared towards lawyers, experts, commercial property owners, and others in the envir...
Electronic information is a common feature of criminal investigations and prosecutions, both federal...
Aligning Your Legal Career with Your Values, explores the profound impact of values alignment on ind...
Contracting with the Federal Government is not like a business deal between two companies or a contr...
This program provides attorneys with a practical and ethical framework for understanding and respons...
The Federal Tort Claims Act is the way that the federal government is sued for negligence. There are...
This program provides a comprehensive framework for integrating Borderline Personality Disorder (BPD...
This program will address the ethical obligations of Lawyer Advocates representing clients in mediat...