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.
Adverse and derogatory information often has devastating effects on a contractor's ability to win co...
This 60-minute session gives you a practical operating system for the mental side of legal work: how...
Discussion of religion and reasonable accommodation in the workplace. Thanks to the United States Su...
This one-hour CLE program examines the impact of implicit and systemic bias within the legal profess...
Decentralized Autonomous Organizations (DAOs) and other digital-native structures have moved from ni...
This program provides attorneys with a foundational understanding of derivatives and their role in m...
Class action litigation continues to evolve rapidly in response to an innovative plaintiffs’ b...
This CLE course will provide critical insight to counsel for insurers facing bad faith claims on how...
As the largest purchaser of goods and services in the world, the United States Government requires f...
Have you felt overwhelmed by the amount of technology available to family lawyers? We'll get to know...