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.
This course analyzes federal titling and indexing requirements and how to expunge or amend your reco...
Lawyers lose hundreds of billable and operational hours every year to poorly managed meetings. Unfoc...
Class action litigation continues to expand in both number of filings and monetary exposure, with se...
Perfectionism is often rewarded in the legal profession. It drives attention to detail, thorough pre...
Adverse and derogatory information often has devastating effects on a contractor's ability to win co...
This program provides a practical roadmap to mastering every stage of the discovery process in civil...
As the largest purchaser of goods and services in the world, the United States Government requires f...
This course is meant for lawyers of all levels and areas of practice, and in it, we will explore way...
Incorrect military records prevent active duty and reserve Soldiers, Airmen, Guardians, Marines, Sai...
During this course you will take a deep dive into federal bid protest litigation at the U.S. Court o...