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 Shakespeare?inspired program illustrates how Shakespearean technique can enrich courtroom advoc...
Aligning Your Legal Career with Your Values, explores the profound impact of values alignment on ind...
If there is one word we heard during our journey through the pandemic and continue to hear more than...
This program will address some of the most common intellectual property (IP) issues that arise in co...
Review the basic software concepts and effective uses of generative AI, prompting strategies, and me...
This program provides a detailed examination of the Black Market Peso Exchange (BMPE), one of the mo...
Explore the transformative potential of generative AI in modern litigation. “Generative AI for...
Most legal professionals are operating in survival mode whether they realize it or not. Not crisis-l...
This companion program to Part 1 goes deeper into the rhetorical power of Shakespeare, emphasizing h...
This interactive course is designed to equip legal professionals with the knowledge, tools, and stra...