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.
During this course you will take a deep dive into federal bid protest litigation at the U.S. Court o...
This program examines the legal standards and factors courts throughout the United States apply when...
Unrecorded time, vague entries, and end-of-month write-offs cost firms significant revenue. This pra...
The United States Constitution is one of the most influential legal documents in history, establishi...
This program examines the scope, jurisdiction, and exceptions to the Federal Arbitration Act (FAA), ...
Confidentiality Agreements (also called NDAs) are too often treated as routine. So routine, th...
The legal industry is in the middle of the largest generational transfer of law firm ownership in it...
Business disputes involving closely held companies, partnerships, shareholders, and informal busines...
This course analyzes federal titling and indexing requirements and how to expunge or amend your reco...
The bar that grand jury targets face in challenging a grand jury subpoena or seeking access to a gra...