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.
Effective data privacy and artificial intelligence governance programs do not happen by accident. Th...
Navigating Stress and Trauma in the Legal Profession, explores the unique challenges faced by legal ...
In this seminar, we will talk about the process of taking a deposition, why you should (or should no...
In this second segment we will continue with our journey into the multiple elements of high-level ne...
In an era of heightening geopolitical tension, the protection of sensitive personal data has moved f...
Resilience in the Workplace, delves into the critical importance of resilience in navigating the cha...
The program will cover the key issues for lawyer leaving government employment including the nuances...
This program is geared towards lawyers, experts, commercial property owners, and others in the envir...
This program will address some of the most common intellectual property (IP) issues that arise in co...
Review the basic software concepts and effective uses of generative AI, prompting strategies, and me...