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.
Decentralized Autonomous Organizations (DAOs) and other digital-native structures have moved from ni...
During this course, you will learn about best practices and strategies for retaining intellectual pr...
This program provides attorneys with a foundational understanding of derivatives and their role in m...
This presentation serves as a critical follow-up to the June 12, 2026, session on PTAB Discretionary...
As the largest purchaser of goods and services in the world, the United States Government requires f...
Effective representation depends on trust, communication, and responsiveness, yet these can break do...
Have you felt overwhelmed by the amount of technology available to family lawyers? We'll get to know...
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...
Lawyers regularly communicate with clients who are angry, overwhelmed, frightened, unrealistic, or d...