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.
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This program provides attorneys with a practical examination of how legal, regulatory, and liability...
AI agents and generative AI tools are rapidly entering law firm workflows, including legal research,...
Explore the transformative potential of generative AI in modern litigation. “Generative AI for...
This course will provide a detailed overview of the Medicare Secondary Payer act as well as provide ...
This program will address the ethical obligations of Lawyer Advocates representing clients in arbitr...
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Use of artificial intelligence and other automated tools for performance and predictive analytics in...
This program provides a comprehensive framework for integrating Borderline Personality Disorder (BPD...
Discussion of religion and reasonable accommodation in the workplace. Thanks to the United States Su...