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.
"Artificial Intelligence and the Practice of Law" (updated through 2026), is a 50-slide primer desig...
If there is one word we continue to hear more than any other term as we continue to navigate through...
Perfectionism is often rewarded in the legal profession. It drives attention to detail, thorough pre...
This program will discuss how to design and implement legally sound diversity, equity, and inclusion...
This course is meant for lawyers of all levels and areas of practice, and in it, we will explore way...
New York City’s new Non-Primary Residence Property Surcharge—commonly known as the pied-...
Adverse and derogatory information often has devastating effects on a contractor's ability to win co...
During this course, you will learn about best practices and strategies for retaining intellectual pr...
This program provides a practical roadmap to mastering every stage of the discovery process in civil...
The practice of law places legal professionals under extraordinary and often chronic stress, making ...