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.
I was wrongfully separated from the military and I will get no military pay and disability retiremen...
Join us for this presentation to learn about the U.S. Court of Appeals for the Federal Circuit litig...
As the largest purchaser of goods and services in the world, the United States Government requires f...
This course on trade secrets litigation provides real-world best practices through all key stages of...
This course analyzes federal titling and indexing requirements and how to expunge or amend your reco...
This program examines the legal standards and factors courts throughout the United States apply when...
This program provides a practical roadmap to mastering every stage of the discovery process in civil...
Incorrect military records prevent active duty and reserve Soldiers, Airmen, Guardians, Marines, Sai...
Confidentiality Agreements (also called NDAs) are too often treated as routine. So routine, th...
This program examines the scope, jurisdiction, and exceptions to the Federal Arbitration Act (FAA), ...