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 “Chaptering Your Cross” program explains how dividing a cross?examination into clear...
This program explores the impact of complex trauma on criminal defendants through a developmental an...
This program provides attorneys with a comprehensive framework for incorporating psychosocial evalua...
This program will address the ethical obligations of Lawyer Advocates representing clients in arbitr...
Contracting with the Federal Government is not like a business deal between two companies or a contr...
This interactive course is designed to equip legal professionals with the knowledge, tools, and stra...
This program examines the role of psychosocial evaluations in spousal abuse-based immigration petiti...
This program will address the ethical obligations of Lawyer Advocates representing clients in mediat...
This program is geared towards lawyers, experts, commercial property owners, and others in the envir...
Part 2 - This program will continue the discussion from Part 1 focusing specifically on cross?examin...