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.
This course examines the latest legal and compliance developments in the artificial intelligence (AI...
This course on trade secrets litigation provides real-world best practices through all key stages of...
Discussion of religion and reasonable accommodation in the workplace. Thanks to the United States Su...
Effective representation depends on trust, communication, and responsiveness, yet these can break do...
Join us for Part 2 of a program tailored for attorneys seeking a better understanding of the ongoing...
As the largest purchaser of goods and services in the world, the United States Government requires f...
This course analyzes federal contractor cyber security obligations under the Federal Acquisition Reg...
This program is geared towards lawyers, experts, commercial property owners, and others in the envir...
Most legal professionals are operating in survival mode whether they realize it or not. Not crisis-l...
This one-hour CLE program examines the impact of implicit and systemic bias within the legal profess...