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.
Thinking Like a Lawyer, Prompting Like a Pro: Prompting Ethically, Securely, and Safely explores how...
This course examines the latest legal and compliance developments in the artificial intelligence (AI...
Section 337 provides powerful, efficient and rapid remedies for a wide range of unfair methods of co...
AI agents — autonomous systems capable of planning, deciding, and acting independently across ...
This program addresses a gap no standard ethics CLE reaches: the psychology of what happens inside t...
This course on trade secrets litigation provides real-world best practices through all key stages of...
As the largest purchaser of goods and services in the world, the United States Government requires f...
Modern mediation increasingly brings together parties, counsel, and neutrals across a broad range of...
During this course, you will learn about best practices and strategies for retaining intellectual pr...
Open-source AI models have gone from niche developer tools to enterprise essentials almost overnight...