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 a practical roadmap to mastering every stage of the discovery process in civil...
For at least the last half-century, the success or failure of most litigations is determined by how ...
During this course, we will go over your rights under the Freedom of Information Act (FOIA) and Priv...
Discussion of religion and reasonable accommodation in the workplace. Thanks to the United States Su...
During this course, you will learn about best practices and strategies for retaining intellectual pr...
Thinking Like a Lawyer, Prompting Like a Pro: Prompting Ethically, Securely, and Safely explores how...
Have you felt overwhelmed by the amount of technology available to family lawyers? We'll get to know...
Adverse and derogatory information often has devastating effects on a contractor's ability to win co...
Decentralized Autonomous Organizations (DAOs) and other digital-native structures have moved from ni...
When the investigation concludes, the discipline is issued, and the file is closed, most organizatio...