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 examines the legal standards and factors courts throughout the United States apply when...
Confidentiality Agreements (also called NDAs) are too often treated as routine. So routine, th...
Perfectionism is often rewarded in the legal profession. It drives attention to detail, thorough pre...
Turn decades of client relationships into lasting equity. This practical CLE shows attorneys how to ...
I was wrongfully separated from the military and I will get no military pay and disability retiremen...
New York City’s new Non-Primary Residence Property Surcharge—commonly known as the pied-...
You’ve arranged to speak with a reporter. Do you know how to deliver insights that are memorab...
During this course you will learn about the Federal Firearm Rights Restoration program and the Feder...
Lawyers lose hundreds of billable and operational hours every year to poorly managed meetings. Unfoc...
“Is Your Voice Biometric Data? BIPA, AI and the New Era of Voiceprint Litigation” looks ...