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 program will address the ethical obligations of Lawyer Advocates representing clients in arbitr...
Trademark doctrine was built for a marketplace that no longer exists, leaving practitioners to litig...
This program examines mitigation strategies for white-collar defendants in the post-Booker sentencin...
Many law firms now rely on AI?driven research, drafting, and workflow tools without fully understand...
Use of artificial intelligence and other automated tools for performance and predictive analytics in...
Most legal professionals are operating in survival mode whether they realize it or not. Not crisis-l...
This program introduces psychosocial evaluations as a valuable tool in civil litigation, particularl...
Philip A. Greenberg, Esq., who has been a litigator in the State and Federal Courts for 52 years, ha...
Decentralized Autonomous Organizations (DAOs) and other digital-native structures have moved from ni...
Class action litigation continues to evolve rapidly in response to an innovative plaintiffs’ b...