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.
In today’s fast-evolving digital landscape, data privacy is no longer just a compliance checkb...
The GENIUS Act — signed into law on July 18, 2025 — marks the first comprehensive U.S. l...
This program will cover the sources from which practitioners can gather documents, witnesses, and ot...
Food, sex, exercise – all may involve a variety of commonly enjoyed experiences that are healt...
This one-hour program will look at the key differences in policies available in the marketplace, dif...
"I think he drinks too much - but he's my boss!" “She's the firm's rainmaker, but something i...
Decision making capacity and professional responsibility should be at the top of every attorney's li...
Bias and discrimination continue to shape workplace dynamics, legal practice, and professional respo...
Leaving federal government employment for the private or nonprofit sector raises important ethics is...
The course will begin by describing what Agentic AI is and how it differs from Generative AI; how it...