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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Effective data privacy and artificial intelligence governance programs do not happen by accident. Th...
Review the basic software concepts and effective uses of generative AI, prompting strategies, and me...
Part 2 - This program will continue the discussion from Part 1 focusing specifically on cross?examin...
Established in 1992, the 340B Drug Pricing Program has many nuances and applications to different si...
Navigating Stress and Trauma in the Legal Profession, explores the unique challenges faced by legal ...
This program examines critical 2025-2026 developments in patent eligibility for software and AI inve...
The landscape of global finance is undergoing a seismic shift as traditional assets migrate to the b...
In this seminar, we will talk about the process of taking a deposition, why you should (or should no...
Part 1 - This program focuses specifically on cross?examining expert witnesses, whose credentials an...