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 provides attorneys with a foundational understanding of derivatives and their role in m...
Join us for Part 2 of a program tailored for attorneys seeking a better understanding of the ongoing...
Separation of Powers in United States and Israel from a Perspective of the Ongoing Debates in Both C...
This course analyzes federal contractor obligations under the Trade Agreements Act. Learn how to ens...
This dynamic CLE presentation challenges trial lawyers to rethink everything they were taught about ...
Discussion of religion and reasonable accommodation in the workplace. Thanks to the United States Su...
Have you felt overwhelmed by the amount of technology available to family lawyers? We'll get to know...
Most legal professionals are operating in survival mode whether they realize it or not. Not crisis-l...
Decentralized Autonomous Organizations (DAOs) and other digital-native structures have moved from ni...
This program will address the ethical obligations of Lawyer Advocates representing clients in arbitr...