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.
Many solo and small law firms assume AI governance is something only large firms need. It is not. AI...
Disasters, whether natural or manmade, happen. Disasters can impact the practice of law and, among o...
This program will address the ethical obligations of Lawyer Advocates representing clients in arbitr...
This program will address the ethical obligations of Lawyer Advocates representing clients in mediat...
This interactive course is designed to equip legal professionals with the knowledge, tools, and stra...
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AI is impacting virtually every corner of practicing law. Increasing AI usage has revealed myriad ri...
Part 1 - This program focuses specifically on cross?examining expert witnesses, whose credentials an...
This program reframes domestic violence through the lens of “intimate terrorism,” equipp...
Established in 1992, the 340B Drug Pricing Program has many nuances and applications to different si...