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.
Law firms across the country are rethinking traditional staffing models to stay competitive, reduce ...
This CLE session introduces attorneys to budgeting and forecasting concepts used in corporate planni...
Explore the transformative potential of generative AI in modern litigation. “Generative AI for...
This companion program to Part 1 goes deeper into the rhetorical power of Shakespeare, emphasizing h...
This ethics program examines common, but often avoidable, professional responsibility mistakes that ...
Synthetic identity fraud creates a significant legal and compliance challenge for professionals by c...
Recent studies have shown that there has been a dramatic increase in impairment due to alcoholism, a...
The “Chaptering Your Cross” program explains how dividing a cross?examination into clear...
This Shakespeare?inspired program illustrates how Shakespearean technique can enrich courtroom advoc...
This CLE program covers the most recent changes affecting IRS information reporting, with emphasis o...