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 representation depends on trust, communication, and responsiveness, yet these can break do...
This program provides attorneys with a foundational understanding of derivatives and their role in m...
Class action litigation continues to evolve rapidly in response to an innovative plaintiffs’ b...
The course will explore new guidance concerning FCPA enforcement issued by the Trump Administration ...
Join us for Part 2 of a program tailored for attorneys seeking a better understanding of the ongoing...
Workplace investigations are now more complex, high-stakes, and scrutinized than ever before. Employ...
Philip A. Greenberg, Esq., who has been a litigator in the State and Federal Courts for 52 years, ha...
This presentation serves as a critical follow-up to the June 12, 2026, session on PTAB Discretionary...
During this course, you will learn about best practices and strategies for retaining intellectual pr...
Adverse and derogatory information often has devastating effects on a contractor's ability to win co...