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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 provides attorneys with a foundational understanding of derivatives and their role in m...
Workplace investigations are now more complex, high-stakes, and scrutinized than ever before. Employ...
Use of artificial intelligence and other automated tools for performance and predictive analytics in...
This program examines the strategic use of expert testimony in immigration court proceedings. Partic...
This follow?on CLE builds on National Security & Data Privacy: Complying with the Bulk Data...
As the largest purchaser of goods and services in the world, the United States Government requires f...
This program provides a comprehensive framework for integrating Borderline Personality Disorder (BPD...
This course analyzes federal contractor cyber security obligations under the Federal Acquisition Reg...
Effective representation depends on trust, communication, and responsiveness, yet these can break do...
During this course, we will go over your rights under the Freedom of Information Act (FOIA) and Priv...