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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.
Designed for attorneys without formal accounting training, this course provides a clear, practical f...
This advanced CLE dives into complex GAAP topics relevant to attorneys advising corporate, regulator...
Law firms across the country are rethinking traditional staffing models to stay competitive, reduce ...
You’ve arranged to speak with a reporter. Do you know how to deliver insights that are memorab...
Synthetic identity fraud creates a significant legal and compliance challenge for professionals by c...
Large World Models (LWMs)— the next generation of AI systems capable of generating...
This CLE program examines attorneys’ ethical duties in managing electronically stored informat...
This session highlights the legal and compliance implications of divergences between GAAP and IFRS. ...
Scam typologies help legal professionals by providing a framework to understand, identify, and preve...
This CLE session introduces attorneys to budgeting and forecasting concepts used in corporate planni...