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 program will cover the key issues for lawyer leaving government employment including the nuances...
The CLE will cover the Ins and Outs of Internal Corporate Investigations, including: Back...
Aligning Your Legal Career with Your Values, explores the profound impact of values alignment on ind...
‘A Lawyer’s Guide To Mental Fitness’ is a seminar designed to equip professionals ...
In this second segment we will continue with our journey into the multiple elements of high-level ne...
In 2016, the term “materiality” as it relates to the False Claims Act made a splash in t...
Established in 1992, the 340B Drug Pricing Program has many nuances and applications to different si...
In “Choosing the Right Business Entity,” I will walk through the issues that matter most...
This course will provide a detailed overview of the Medicare Secondary Payer act as well as provide ...
While the term “High-Functioning” isn’t an official medical term or diagnosis, mos...