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...
Have you felt overwhelmed by the amount of technology available to family lawyers? We'll get to know...
Philip A. Greenberg, Esq., who has been a litigator in the State and Federal Courts for 52 years, ha...
This presentation serves as a critical follow-up to the June 12, 2026, session on PTAB Discretionary...
Adverse and derogatory information often has devastating effects on a contractor's ability to win co...
Most legal professionals are operating in survival mode whether they realize it or not. Not crisis-l...
This course on trade secrets litigation provides real-world best practices through all key stages of...
This program provides a comprehensive framework for integrating Borderline Personality Disorder (BPD...
Whistleblowing, Tax Fraud, and Government Gatekeeping is a one-hour continuing legal education cours...
This course analyzes federal contractor cyber security obligations under the Federal Acquisition Reg...