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 ...
Cybercriminals increasingly target law firms, attorneys, legal staff, and their clients through soph...
Discussion of religion and reasonable accommodation in the workplace. Thanks to the United States Su...
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This course analyzes federal contractor obligations under the Trade Agreements Act. Learn how to ens...
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This course examines the latest legal and compliance developments in the artificial intelligence (AI...
This dynamic CLE presentation challenges trial lawyers to rethink everything they were taught about ...
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...