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.
Effective data privacy and artificial intelligence governance programs do not happen by accident. Th...
Explore the transformative potential of generative AI in modern litigation. “Generative AI for...
Many lawyers may not fully understand the Bar rules and ethical considerations regarding client repr...
This presentation provides an overview of copyright law particularly as it applies to music. The pre...
Evidence Demystified Part 1 introduces core evidentiary principles, including relevance, admissibili...
This program focuses on overcoming the inner critic—the perfectionist, self?doubting voice tha...
This CLE session introduces attorneys to budgeting and forecasting concepts used in corporate planni...
Attorneys will receive a comparative analysis of GAAP and IFRS with emphasis on cross-border legal c...
Attorneys hopefully recognize that, like many other professionals, their lives are filled to the bri...
This ethics program examines common, but often avoidable, professional responsibility mistakes that ...