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.
U.S. businesses providing online services that are used by minors face a rapidly evolving patchwork ...
This dynamic CLE presentation challenges trial lawyers to rethink everything they were taught about ...
Discussion of religion and reasonable accommodation in the workplace. Thanks to the United States Su...
As the largest purchaser of goods and services in the world, the United States Government requires f...
Decentralized Autonomous Organizations (DAOs) and other digital-native structures have moved from ni...
This course analyzes federal contractor obligations under the Trade Agreements Act. Learn how to ens...
Have you felt overwhelmed by the amount of technology available to family lawyers? We'll get to know...
This program will address the ethical obligations of Lawyer Advocates representing clients in arbitr...
Most legal professionals are operating in survival mode whether they realize it or not. Not crisis-l...
This program provides attorneys with a foundational understanding of derivatives and their role in m...