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 a comprehensive framework for integrating Borderline Personality Disorder (BPD...
This program provides attorneys with a foundational understanding of derivatives and their role in m...
This dynamic CLE presentation challenges trial lawyers to rethink everything they were taught about ...
U.S. businesses providing online services that are used by minors face a rapidly evolving patchwork ...
Whistleblowing, Tax Fraud, and Government Gatekeeping is a one-hour continuing legal education cours...
The course will explore new guidance concerning FCPA enforcement issued by the Trump Administration ...
This program introduces psychosocial evaluations as a valuable tool in civil litigation, particularl...
Use of artificial intelligence and other automated tools for performance and predictive analytics in...
This is a comprehensive continuing legal education program designed exclusively for personal injury ...
This program will address the ethical obligations of Lawyer Advocates representing clients in arbitr...