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.
Trademark doctrine was built for a marketplace that no longer exists, leaving practitioners to litig...
This program examines the strategic use of expert testimony in immigration court proceedings. Partic...
There are countless trial skill CLEs that will teach you the basics of trial strategies. This CLE is...
This program is geared towards lawyers, experts, commercial property owners, and others in the envir...
Effective representation depends on trust, communication, and responsiveness, yet these can break do...
Philip A. Greenberg, Esq., who has been a litigator in the State and Federal Courts for 52 years, ha...
Whistleblowing, Tax Fraud, and Government Gatekeeping is a one-hour continuing legal education cours...
During this course, we will go over your rights under the Freedom of Information Act (FOIA) and Priv...
Most legal professionals are operating in survival mode whether they realize it or not. Not crisis-l...
This program will address the ethical obligations of Lawyer Advocates representing clients in arbitr...