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.
Effective representation depends on trust, communication, and responsiveness, yet these can break do...
Separation of Powers in United States and Israel from a Perspective of the Ongoing Debates in Both C...
During this course, we will go over your rights under the Freedom of Information Act (FOIA) and Priv...
Discussion of religion and reasonable accommodation in the workplace. Thanks to the United States Su...
As the largest purchaser of goods and services in the world, the United States Government requires f...
Most legal professionals are operating in survival mode whether they realize it or not. Not crisis-l...
Whistleblowing, Tax Fraud, and Government Gatekeeping is a one-hour continuing legal education cours...
Join us for Part 2 of a program tailored for attorneys seeking a better understanding of the ongoing...
During this course, you will learn about best practices and strategies for retaining intellectual pr...
This course analyzes federal contractor cyber security obligations under the Federal Acquisition Reg...