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.
As the largest purchaser of goods and services in the world, the United States Government requires f...
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This 60-minute session gives you a practical operating system for the mental side of legal work: how...
Trial Starts Now: Winning the Final Six Months provides a comprehensive guide to the critical tasks ...
Discussion of religion and reasonable accommodation in the workplace. Thanks to the United States Su...
This program addresses a gap no standard ethics CLE reaches: the psychology of what happens inside t...
Modern mediation increasingly brings together parties, counsel, and neutrals across a broad range of...
Section 337 provides powerful, efficient and rapid remedies for a wide range of unfair methods of co...
In 1968, English rock band The Zombies released their psychedelic counterculture anthem, “Time...
This one-hour CLE program examines the impact of implicit and systemic bias within the legal profess...