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.
Incorrect military records prevent active duty and reserve Soldiers, Airmen, Guardians, Marines, Sai...
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This course analyzes federal titling and indexing requirements and how to expunge or amend your reco...
This program provides trial attorneys with a thorough grounding in the three principal currency repo...
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This program examines the legal standards and factors courts throughout the United States apply when...
Turn decades of client relationships into lasting equity. This practical CLE shows attorneys how to ...
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