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.
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...
Trial Starts Now: Winning the Final Six Months provides a comprehensive guide to the critical tasks ...
When the investigation concludes, the discipline is issued, and the file is closed, most organizatio...
Objections are among the most powerful — and most misunderstood — tools in a trial lawye...
Lawyers lose hundreds of billable and operational hours every year to poorly managed meetings. Unfoc...
Modern mediation increasingly brings together parties, counsel, and neutrals across a broad range of...
Advanced Negotiation Strategies for Lawyers explores the psychology and strategy behind successful l...
During this course, you will learn about best practices and strategies for retaining intellectual pr...
This program addresses a gap no standard ethics CLE reaches: the psychology of what happens inside t...