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, we will go over your rights under the Freedom of Information Act (FOIA) and Priv...
Have you felt overwhelmed by the amount of technology available to family lawyers? We'll get to know...
Effective representation depends on trust, communication, and responsiveness, yet these can break do...
The course will explore new guidance concerning FCPA enforcement issued by the Trump Administration ...
This program will address the ethical obligations of Lawyer Advocates representing clients in arbitr...
This presentation serves as a critical follow-up to the June 12, 2026, session on PTAB Discretionary...
During this course, you will learn about best practices and strategies for retaining intellectual pr...
Discussion of religion and reasonable accommodation in the workplace. Thanks to the United States Su...
This course analyzes federal contractor cyber security obligations under the Federal Acquisition Reg...
This program provides a comprehensive framework for integrating Borderline Personality Disorder (BPD...