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.
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The CLE will discuss the role of New York Labor Law Section 201-d in regulating employee conduct ins...
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This CLE will cover the critical ethics issues involved in leaving government practice for the priva...
Join industry leaders Allen Adamson and Russell S. Winer for an eye-opening presentation on the evol...
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