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 law firms increasingly transition from paper-based disbursements to electronic payment systems&md...
In 2016, the term “materiality” as it relates to the False Claims Act made a splash in t...
Aligning Your Legal Career with Your Values, explores the profound impact of values alignment on ind...
The “Chaptering Your Cross” program explains how dividing a cross?examination into clear...
‘A Lawyer’s Guide To Mental Fitness’ is a seminar designed to equip professionals ...
The landscape of global finance is undergoing a seismic shift as traditional assets migrate to the b...
This program addresses the critical intersection of criminal and immigration law, focusing on how mi...
During this presentation, you will learn about the regulations and caselaw controlling claims and re...
This course will provide a detailed overview of the Medicare Secondary Payer act as well as provide ...
The CLE will cover the Ins and Outs of Internal Corporate Investigations, including: Back...