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 program will cover the key issues for lawyer leaving government employment including the nuances...
This course will provide a detailed overview of the Medicare Secondary Payer act as well as provide ...
Disasters, whether natural or manmade, happen. Disasters can impact the practice of law and, among o...
This program provides a comprehensive and practice-oriented framework for integrating criminal mitig...
The landscape of global finance is undergoing a seismic shift as traditional assets migrate to the b...
This program provides a detailed examination of the Black Market Peso Exchange (BMPE), one of the mo...
This program is geared towards lawyers, experts, commercial property owners, and others in the envir...
In 2016, the term “materiality” as it relates to the False Claims Act made a splash in t...
Explore the transformative potential of generative AI in modern litigation. “Generative AI for...
Resilience in the Workplace, delves into the critical importance of resilience in navigating the cha...