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.
As the largest purchaser of goods and services in the world, the United States Government requires f...
Have you felt overwhelmed by the amount of technology available to family lawyers? We'll get to know...
This program will address the ethical obligations of Lawyer Advocates representing clients in arbitr...
This course on trade secrets litigation provides real-world best practices through all key stages of...
This presentation serves as a critical follow-up to the June 12, 2026, session on PTAB Discretionary...
Join us for Part 2 of a program tailored for attorneys seeking a better understanding of the ongoing...
This program provides a comprehensive framework for integrating Borderline Personality Disorder (BPD...
Discussion of religion and reasonable accommodation in the workplace. Thanks to the United States Su...
This course examines the latest legal and compliance developments in the artificial intelligence (AI...
Effective representation depends on trust, communication, and responsiveness, yet these can break do...