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.
For at least the last half-century, the success or failure of most litigations is determined by how ...
Abrasive or burned out? Overworked or uncivil? Zealous advocate or bully? The legal profession is c...
Estate planning for LGBTQ+ clients and families formed through assisted reproductive technology requ...
AI agents — autonomous systems capable of planning, deciding, and acting independently across ...
This course examines the latest legal and compliance developments in the artificial intelligence (AI...
Class action litigation continues to evolve rapidly in response to an innovative plaintiffs’ b...
During this course, we will go over your rights under the Freedom of Information Act (FOIA) and Priv...
In Part 2, Mr. Kornblum will again use segments from the movies to teach pre-trial and trial tactics...
Decentralized Autonomous Organizations (DAOs) and other digital-native structures have moved from ni...
Adverse and derogatory information often has devastating effects on a contractor's ability to win co...