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.
This CLE program equips attorneys to advise clients on the legal, regulatory, and ethical issues ari...
U.S. businesses providing online services that are used by minors face a rapidly evolving patchwork ...
Separation of Powers in United States and Israel from a Perspective of the Ongoing Debates in Both C...
This follow?on CLE builds on National Security & Data Privacy: Complying with the Bulk Data...
This course analyzes federal contractor cyber security obligations under the Federal Acquisition Reg...
Philip A. Greenberg, Esq., who has been a litigator in the State and Federal Courts for 52 years, ha...
Trademark doctrine was built for a marketplace that no longer exists, leaving practitioners to litig...
Over the past year, the Patent Trial and Appeal Board (PTAB) has undergone a dramatic policy shift r...
This dynamic CLE presentation challenges trial lawyers to rethink everything they were taught about ...
This program is geared towards lawyers, experts, commercial property owners, and others in the envir...