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.
This program explores the impact of complex trauma on criminal defendants through a developmental an...
Join us for Part 2 of a program tailored for attorneys seeking a better understanding of the ongoing...
This program examines mitigation strategies for white-collar defendants in the post-Booker sentencin...
Philip A. Greenberg, Esq., who has been a litigator in the State and Federal Courts for 52 years, ha...
Effective representation depends on trust, communication, and responsiveness, yet these can break do...
This interactive course is designed to equip legal professionals with the knowledge, tools, and stra...
This course analyzes federal contractor obligations under the Trade Agreements Act. Learn how to ens...
Whistleblowing, Tax Fraud, and Government Gatekeeping is a one-hour continuing legal education cours...
During this course, you will learn about best practices and strategies for retaining intellectual pr...
My contract was terminated and the contracting officer did not pay my invoices – what can I do...