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.
What are the left and rights limits, penalties, and best practices for export controls under Interna...
This is a comprehensive continuing legal education program designed exclusively for personal injury ...
Most legal professionals are operating in survival mode whether they realize it or not. Not crisis-l...
During this course, we will go over your rights under the Freedom of Information Act (FOIA) and Priv...
This program is geared towards lawyers, experts, commercial property owners, and others in the envir...
Class action litigation continues to evolve rapidly in response to an innovative plaintiffs’ b...
Discussion of religion and reasonable accommodation in the workplace. Thanks to the United States Su...
This dynamic CLE presentation challenges trial lawyers to rethink everything they were taught about ...
This program will address the ethical obligations of Lawyer Advocates representing clients in arbitr...
This follow?on CLE builds on National Security & Data Privacy: Complying with the Bulk Data...