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 filing of multiple RICO complaints in federal courts in New York State against plaintiffs’...
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In 2016, the term “materiality” as it relates to the False Claims Act made a splash in t...
This program is geared towards lawyers, experts, commercial property owners, and others in the envir...
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Resilience in the Workplace, delves into the critical importance of resilience in navigating the cha...
This interactive course is designed to equip legal professionals with the knowledge, tools, and stra...
Evidence Demystified Part 1 introduces core evidentiary principles, including relevance, admissibili...
This program reframes domestic violence through the lens of “intimate terrorism,” equipp...
This program provides attorneys with a practical and ethical framework for understanding and respons...