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.
During this course, we will go over your rights under the Freedom of Information Act (FOIA) and Priv...
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This program provides immigration attorneys with an in-depth understanding of competency issues in r...
This program provides immigration attorneys with a structured and strategic approach to developing e...
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