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 is a comprehensive continuing legal education program designed exclusively for personal injury ...
This course will provide a detailed overview of the Medicare Secondary Payer act as well as provide ...
There are countless trial skill CLEs that will teach you the basics of trial strategies. This CLE is...
This program examines the strategic use of expert testimony in immigration court proceedings. Partic...
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Workplace investigations are now more complex, high-stakes, and scrutinized than ever before. Employ...
Effective representation depends on trust, communication, and responsiveness, yet these can break do...
This follow?on CLE builds on National Security & Data Privacy: Complying with the Bulk Data...
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This course analyzes federal contractor obligations under the Trade Agreements Act. Learn how to ens...