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 CLE program examines attorneys’ ethical duties in managing electronically stored informat...
Boundaries and Burnout: The Hidden Crisis in Law is a 60-minute California MCLE Competence Credit pr...
Loneliness isn’t just a personal issue; it’s a silent epidemic in the legal profession t...
Part 2 - This program will continue the discussion from Part 1 focusing specifically on cross?examin...
This Shakespeare?inspired program illustrates how Shakespearean technique can enrich courtroom advoc...
Attorneys and law firms are well known vectors for money laundering risk. Banks regularly labe...
Large World Models (LWMs)— the next generation of AI systems capable of generating...
The “Chaptering Your Cross” program explains how dividing a cross?examination into clear...
Attorneys hopefully recognize that, like many other professionals, their lives are filled to the bri...
This ethics program examines common, but often avoidable, professional responsibility mistakes that ...