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...
Perfectionism is often rewarded in the legal profession. It drives attention to detail, thorough pre...
Decentralized Autonomous Organizations (DAOs) and other digital-native structures have moved from ni...
Section 337 provides powerful, efficient and rapid remedies for a wide range of unfair methods of co...
When the investigation concludes, the discipline is issued, and the file is closed, most organizatio...
Every trial lawyer has experienced it: the inner critic before opening statements, the surge of ange...
"Artificial Intelligence and the Practice of Law" (updated through 2026), is a 50-slide primer desig...
This course examines the latest legal and compliance developments in the artificial intelligence (AI...
The Aftermath of Scams and Cybercrime: A Practical Guide to Response and Recovery examines the immed...
AI agents — autonomous systems capable of planning, deciding, and acting independently across ...