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 dynamic CLE presentation challenges trial lawyers to rethink everything they were taught about ...
This 60-minute session gives you a practical operating system for the mental side of legal work: how...
During this course, you will learn about best practices and strategies for retaining intellectual pr...
This program provides attorneys with a foundational understanding of derivatives and their role in m...
During this course, we will go over your rights under the Freedom of Information Act (FOIA) and Priv...
Discussion of religion and reasonable accommodation in the workplace. Thanks to the United States Su...
Lawyers regularly communicate with clients who are angry, overwhelmed, frightened, unrealistic, or d...
This course examines the latest legal and compliance developments in the artificial intelligence (AI...
As the largest purchaser of goods and services in the world, the United States Government requires f...
Most legal professionals are operating in survival mode whether they realize it or not. Not crisis-l...