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 course examines the latest legal and compliance developments in the artificial intelligence (AI...
This program provides a comprehensive framework for integrating Borderline Personality Disorder (BPD...
Separation of Powers in United States and Israel from a Perspective of the Ongoing Debates in Both C...
This program is geared towards lawyers, experts, commercial property owners, and others in the envir...
Join us for Part 2 of a program tailored for attorneys seeking a better understanding of the ongoing...
This course on trade secrets litigation provides real-world best practices through all key stages of...
This program provides attorneys with a foundational understanding of derivatives and their role in m...
During this course, you will learn about best practices and strategies for retaining intellectual pr...
This one-hour CLE program examines the impact of implicit and systemic bias within the legal profess...
The course will explore new guidance concerning FCPA enforcement issued by the Trump Administration ...