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.
Trademark doctrine was built for a marketplace that no longer exists, leaving practitioners to litig...
This course will provide a detailed overview of the Medicare Secondary Payer act as well as provide ...
This program provides attorneys with a foundational understanding of derivatives and their role in m...
Discussion of religion and reasonable accommodation in the workplace. Thanks to the United States Su...
This course will provide an update for practitioners on U.S. federal employment law, exploring the T...
This program explores the impact of complex trauma on criminal defendants through a developmental an...
Contracting with the Federal Government is not like a business deal between two companies or a contr...
Explore the transformative potential of generative AI in modern litigation. “Generative AI for...
This CLE program gives attorneys a practical command of the legal, regulatory, and ethical issues ar...
Effective representation depends on trust, communication, and responsiveness, yet these can break do...