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.
Have you felt overwhelmed by the amount of technology available to family lawyers? We'll get to know...
This dynamic CLE presentation challenges trial lawyers to rethink everything they were taught about ...
Lawyers regularly communicate with clients who are angry, overwhelmed, frightened, unrealistic, or d...
Adverse and derogatory information often has devastating effects on a contractor's ability to win co...
This 60-minute session gives you a practical operating system for the mental side of legal work: how...
This program provides attorneys with a foundational understanding of derivatives and their role in m...
This presentation serves as a critical follow-up to the June 12, 2026, session on PTAB Discretionary...
This program is geared towards lawyers, experts, commercial property owners, and others in the envir...
Cybercriminals increasingly target law firms, attorneys, legal staff, and their clients through soph...
This CLE course will provide critical insight to counsel for insurers facing bad faith claims on how...