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.
Data privacy remains one of the most rapid areas of growth in the class action space. Plaintiffs con...
AI agents — autonomous systems capable of planning, deciding, and acting independently across ...
"Artificial Intelligence and the Practice of Law" (updated through 2026), is a 50-slide primer desig...
If there is one word we continue to hear more than any other term as we continue to navigate through...
Class action waivers in arbitration agreements remain enforceable, but a decade of U.S. Supreme Cour...
Class action litigation continues to expand in both number of filings and monetary exposure, with se...
This program provides trial attorneys with a thorough grounding in the three principal currency repo...
Class action litigation presents significant legal and business challenges for employers and corpora...
AI tools are advancing faster than legal organizations can absorb them. This program examines why th...
This program will discuss how to design and implement legally sound diversity, equity, and inclusion...