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.
During this presentation, you will learn about the regulations and caselaw controlling claims and re...
Contracting with the Federal Government is not like a business deal between two companies or a contr...
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This interactive course is designed to equip legal professionals with the knowledge, tools, and stra...
‘A Lawyer’s Guide To Mental Fitness’ is a seminar designed to equip professionals ...
The program will cover the key issues for lawyer leaving government employment including the nuances...
Explore the transformative potential of generative AI in modern litigation. “Generative AI for...
Resilience in the Workplace, delves into the critical importance of resilience in navigating the cha...
Aligning Your Legal Career with Your Values, explores the profound impact of values alignment on ind...
Contracting with the Federal Government is not like a business deal between two companies or a contr...