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 program addresses a gap no standard ethics CLE reaches: the psychology of what happens inside t...
This course on trade secrets litigation provides real-world best practices through all key stages of...
This program is geared towards lawyers, experts, commercial property owners, and others in the envir...
This course examines the latest legal and compliance developments in the artificial intelligence (AI...
Have you felt overwhelmed by the amount of technology available to family lawyers? We'll get to know...
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...
Advanced Negotiation Strategies for Lawyers explores the psychology and strategy behind successful l...
Most legal professionals are operating in survival mode whether they realize it or not. Not crisis-l...
This CLE course will provide critical insight to counsel for insurers facing bad faith claims on how...