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.
Confidentiality Agreements (also called NDAs) are too often treated as routine. So routine, th...
During this course you will take a deep dive into federal bid protest litigation at the U.S. Court o...
This program examines the legal standards and factors courts throughout the United States apply when...
I was wrongfully separated from the military and I will get no military pay and disability retiremen...
Class action waivers in arbitration agreements remain enforceable, but a decade of U.S. Supreme Cour...
Data privacy remains one of the most rapid areas of growth in the class action space. Plaintiffs con...
As the largest purchaser of goods and services in the world, the United States Government requires f...
This program provides a practical roadmap to mastering every stage of the discovery process in civil...
Class action litigation presents significant legal and business challenges for employers and corpora...
The practice of law places legal professionals under extraordinary and often chronic stress, making ...