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.
Cybercriminals increasingly target law firms, attorneys, legal staff, and their clients through soph...
During this course, you will learn about best practices and strategies for retaining intellectual pr...
Lawyers regularly communicate with clients who are angry, overwhelmed, frightened, unrealistic, or d...
Have you felt overwhelmed by the amount of technology available to family lawyers? We'll get to know...
This presentation serves as a critical follow-up to the June 12, 2026, session on PTAB Discretionary...
This dynamic CLE presentation challenges trial lawyers to rethink everything they were taught about ...
This course on trade secrets litigation provides real-world best practices through all key stages of...
Decentralized Autonomous Organizations (DAOs) and other digital-native structures have moved from ni...
During this course, we will go over your rights under the Freedom of Information Act (FOIA) and Priv...
Class action litigation continues to evolve rapidly in response to an innovative plaintiffs’ b...