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.
Aligning Your Legal Career with Your Values, explores the profound impact of values alignment on ind...
This CLE session introduces attorneys to budgeting and forecasting concepts used in corporate planni...
Resilience in the Workplace, delves into the critical importance of resilience in navigating the cha...
The direct examination presentation outlines how attorneys can elicit truthful, credible testimony w...
In the rapidly evolving landscape of employment law, arbitration agreements have become a cornerston...
This program provides attorneys with a practical and ethical framework for understanding and respons...
Many solo and small law firms think AI policies are something only bigger firms need. But AI is alre...
This program explores listening as a foundational yet under-taught lawyering skill that directly imp...
In this seminar, we will talk about the process of taking a deposition, why you should (or should no...
Artificial intelligence is already reshaping legal practice, from research and drafting to litigatio...