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.
Lawyers regularly communicate with clients who are angry, overwhelmed, frightened, unrealistic, or d...
This dynamic CLE presentation challenges trial lawyers to rethink everything they were taught about ...
During this course, you will learn about best practices and strategies for retaining intellectual pr...
This course examines the latest legal and compliance developments in the artificial intelligence (AI...
Separation of Powers in United States and Israel from a Perspective of the Ongoing Debates in Both C...
Decentralized Autonomous Organizations (DAOs) and other digital-native structures have moved from ni...
This program is geared towards lawyers, experts, commercial property owners, and others in the envir...
This course on trade secrets litigation provides real-world best practices through all key stages of...
This one-hour CLE program examines the impact of implicit and systemic bias within the legal profess...
This course analyzes federal contractor obligations under the Trade Agreements Act. Learn how to ens...