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.
Separation of Powers in United States and Israel from a Perspective of the Ongoing Debates in Both C...
This course analyzes federal contractor cyber security obligations under the Federal Acquisition Reg...
Adverse and derogatory information often has devastating effects on a contractor's ability to win co...
My contract was terminated and the contracting officer did not pay my invoices – what can I do...
Whistleblowing, Tax Fraud, and Government Gatekeeping is a one-hour continuing legal education cours...
This program is geared towards lawyers, experts, commercial property owners, and others in the envir...
This dynamic CLE presentation challenges trial lawyers to rethink everything they were taught about ...
Decentralized Autonomous Organizations (DAOs) and other digital-native structures have moved from ni...
This follow?on CLE builds on National Security & Data Privacy: Complying with the Bulk Data...
This course will provide a detailed overview of the Medicare Secondary Payer act as well as provide ...