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.
Conducting an internal investigation that is incisive, effective and legally compliant is tough enou...
Lawyers lose hundreds of billable and operational hours every year to poorly managed meetings. Unfoc...
Confidentiality Agreements (also called NDAs) are too often treated as routine. So routine, th...
This course analyzes federal titling and indexing requirements and how to expunge or amend your reco...
Perfectionism is often rewarded in the legal profession. It drives attention to detail, thorough pre...
Class action litigation presents significant legal and business challenges for employers and corpora...
Class action litigation continues to expand in both number of filings and monetary exposure, with se...
This course on trade secrets litigation provides real-world best practices through all key stages of...
During this course you will take a deep dive into federal bid protest litigation at the U.S. Court o...
Most lawyers are aware of the high-profile cases in which attorneys were sanctioned or otherwise dis...