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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.
Discussion of religion and reasonable accommodation in the workplace. Thanks to the United States Su...
During this course, we will go over your rights under the Freedom of Information Act (FOIA) and Priv...
This course analyzes federal contractor obligations under the Trade Agreements Act. Learn how to ens...
This course on trade secrets litigation provides real-world best practices through all key stages of...
Lawyers regularly communicate with clients who are angry, overwhelmed, frightened, unrealistic, or d...
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...
This CLE course will provide critical insight to counsel for insurers facing bad faith claims on how...
For at least the last half-century, the success or failure of most litigations is determined by how ...
Estate planning for LGBTQ+ clients and families formed through assisted reproductive technology requ...