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.
Class action litigation continues to evolve rapidly in response to an innovative plaintiffs’ b...
Modern mediation increasingly brings together parties, counsel, and neutrals across a broad range of...
Open-source AI models have gone from niche developer tools to enterprise essentials almost overnight...
Perfectionism is often rewarded in the legal profession. It drives attention to detail, thorough pre...
During this course, you will learn about best practices and strategies for retaining intellectual pr...
Have you felt overwhelmed by the amount of technology available to family lawyers? We'll get to know...
Most legal professionals are operating in survival mode whether they realize it or not. Not crisis-l...
Lawyers lose hundreds of billable and operational hours every year to poorly managed meetings. Unfoc...
This course on trade secrets litigation provides real-world best practices through all key stages of...
In 1968, English rock band The Zombies released their psychedelic counterculture anthem, “Time...