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.
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This course examines the latest legal and compliance developments in the artificial intelligence (AI...
In 1968, English rock band The Zombies released their psychedelic counterculture anthem, “Time...
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Estate planning for LGBTQ+ clients and families formed through assisted reproductive technology requ...
This course on trade secrets litigation provides real-world best practices through all key stages of...
During this course, we will go over your rights under the Freedom of Information Act (FOIA) and Priv...