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.
Modern mediation increasingly brings together parties, counsel, and neutrals across a broad range of...
Discussion of religion and reasonable accommodation in the workplace. Thanks to the United States Su...
This dynamic CLE presentation challenges trial lawyers to rethink everything they were taught about ...
This CLE course will provide critical insight to counsel for insurers facing bad faith claims on how...
Decentralized Autonomous Organizations (DAOs) and other digital-native structures have moved from ni...
Class action litigation continues to evolve rapidly in response to an innovative plaintiffs’ b...
This one-hour CLE program examines the impact of implicit and systemic bias within the legal profess...
AI agents — autonomous systems capable of planning, deciding, and acting independently across ...
Thinking Like a Lawyer, Prompting Like a Pro: Prompting Ethically, Securely, and Safely explores how...
This program addresses a gap no standard ethics CLE reaches: the psychology of what happens inside t...