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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.
For at least the last half-century, the success or failure of most litigations is determined by how ...
This dynamic CLE presentation challenges trial lawyers to rethink everything they were taught about ...
AI agents — autonomous systems capable of planning, deciding, and acting independently across ...
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...
Open-source AI models have gone from niche developer tools to enterprise essentials almost overnight...
This program provides a practical roadmap to mastering every stage of the discovery process in civil...
Adverse and derogatory information often has devastating effects on a contractor's ability to win co...
During this course, we will go over your rights under the Freedom of Information Act (FOIA) and Priv...
This program addresses a gap no standard ethics CLE reaches: the psychology of what happens inside t...