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 filing of multiple RICO complaints in federal courts in New York State against plaintiffs’...
If there is one word we heard during our journey through the pandemic and continue to hear more than...
This program will address some of the most common intellectual property (IP) issues that arise in co...
Artificial intelligence is already reshaping legal practice, from research and drafting to litigatio...
In the rapidly evolving landscape of employment law, arbitration agreements have become a cornerston...
Loneliness isn’t just a personal issue; it’s a silent epidemic in the legal profession t...
Attorneys are judged every time they speak—in client meetings, depositions, hearings, negotiat...
The “Chaptering Your Cross” program explains how dividing a cross?examination into clear...
This course will provide a detailed overview of the Medicare Secondary Payer act as well as provide ...
This program explores listening as a foundational yet under-taught lawyering skill that directly imp...