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 program is geared towards lawyers, experts, commercial property owners, and others in the envir...
This program provides a comprehensive framework for integrating Borderline Personality Disorder (BPD...
This one-hour CLE program examines the impact of implicit and systemic bias within the legal profess...
What are the left and rights limits, penalties, and best practices for export controls under Interna...
There are countless trial skill CLEs that will teach you the basics of trial strategies. This CLE is...
As the largest purchaser of goods and services in the world, the United States Government requires f...
This follow?on CLE builds on National Security & Data Privacy: Complying with the Bulk Data...
Effective representation depends on trust, communication, and responsiveness, yet these can break do...
Philip A. Greenberg, Esq., who has been a litigator in the State and Federal Courts for 52 years, ha...
This presentation serves as a critical follow-up to the June 12, 2026, session on PTAB Discretionary...