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.
During this course, you will learn about best practices and strategies for retaining intellectual pr...
Turn decades of client relationships into lasting equity. This practical CLE shows attorneys how to ...
Perfectionism is often rewarded in the legal profession. It drives attention to detail, thorough pre...
New York City’s new Non-Primary Residence Property Surcharge—commonly known as the pied-...
Class action litigation presents significant legal and business challenges for employers and corpora...
This program will discuss how to design and implement legally sound diversity, equity, and inclusion...
Confidentiality Agreements (also called NDAs) are too often treated as routine. So routine, th...
This course is meant for lawyers of all levels and areas of practice, and in it, we will explore way...
Adverse and derogatory information often has devastating effects on a contractor's ability to win co...
During this course you will take a deep dive into federal bid protest litigation at the U.S. Court o...