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 program will discuss how to design and implement legally sound diversity, equity, and inclusion...
New York City’s new Non-Primary Residence Property Surcharge—commonly known as the pied-...
During this course, you will learn about best practices and strategies for retaining intellectual pr...
Class action litigation continues to expand in both number of filings and monetary exposure, with se...
Class action waivers in arbitration agreements remain enforceable, but a decade of U.S. Supreme Cour...
This seminar concerns a scope, jurisdiction, and exceptions to the Federal Arbitration Act. The Act ...
Data privacy remains one of the most rapid areas of growth in the class action space. Plaintiffs con...
I was wrongfully separated from the military and I will get no military pay and disability retiremen...
This course is meant for lawyers of all levels and areas of practice, and in it, we will explore way...
Turn decades of client relationships into lasting equity. This practical CLE shows attorneys how to ...