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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 provides attorneys with a foundational understanding of derivatives and their role in m...
This CLE program equips attorneys to advise clients on the legal, regulatory, and ethical issues ari...
During this course, we will go over your rights under the Freedom of Information Act (FOIA) and Priv...
This follow?on CLE builds on National Security & Data Privacy: Complying with the Bulk Data...
This program explores the impact of complex trauma on criminal defendants through a developmental an...
Effective representation depends on trust, communication, and responsiveness, yet these can break do...
Discussion of religion and reasonable accommodation in the workplace. Thanks to the United States Su...
Trademark doctrine was built for a marketplace that no longer exists, leaving practitioners to litig...
This program provides attorneys with a practical examination of how legal, regulatory, and liability...
This course analyzes federal contractor obligations under the Trade Agreements Act. Learn how to ens...