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.
Trial Starts Now: Winning the Final Six Months provides a comprehensive guide to the critical tasks ...
Lawyers lose hundreds of billable and operational hours every year to poorly managed meetings. Unfoc...
The Aftermath of Scams and Cybercrime: A Practical Guide to Response and Recovery examines the immed...
This program provides a practical roadmap to mastering every stage of the discovery process in civil...
Every trial lawyer has experienced it: the inner critic before opening statements, the surge of ange...
"Artificial Intelligence and the Practice of Law" (updated through 2026), is a 50-slide primer desig...
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In Part 2, Mr. Kornblum will again use segments from the movies to teach pre-trial and trial tactics...
Modern mediation increasingly brings together parties, counsel, and neutrals across a broad range of...