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.
Lawyers regularly communicate with clients who are angry, overwhelmed, frightened, unrealistic, or d...
As the largest purchaser of goods and services in the world, the United States Government requires f...
Discussion of religion and reasonable accommodation in the workplace. Thanks to the United States Su...
For at least the last half-century, the success or failure of most litigations is determined by how ...
Estate planning for LGBTQ+ clients and families formed through assisted reproductive technology requ...
This 60-minute session gives you a practical operating system for the mental side of legal work: how...
This dynamic CLE presentation challenges trial lawyers to rethink everything they were taught about ...
Section 337 provides powerful, efficient and rapid remedies for a wide range of unfair methods of co...
Most legal professionals are operating in survival mode whether they realize it or not. Not crisis-l...
In Part 2, Mr. Kornblum will again use segments from the movies to teach pre-trial and trial tactics...