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.
Have you felt overwhelmed by the amount of technology available to family lawyers? We'll get to know...
Estate planning for LGBTQ+ clients and families formed through assisted reproductive technology requ...
This dynamic CLE presentation challenges trial lawyers to rethink everything they were taught about ...
During this course, you will learn about best practices and strategies for retaining intellectual pr...
This 60-minute session gives you a practical operating system for the mental side of legal work: how...
As the largest purchaser of goods and services in the world, the United States Government requires f...
Advanced Negotiation Strategies for Lawyers explores the psychology and strategy behind successful l...
This one-hour CLE program examines the impact of implicit and systemic bias within the legal profess...
This CLE course will provide critical insight to counsel for insurers facing bad faith claims on how...
This program addresses a gap no standard ethics CLE reaches: the psychology of what happens inside t...