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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The United States Constitution is one of the most influential legal documents in history, establishi...
Confidentiality Agreements (also called NDAs) are too often treated as routine. So routine, th...
During this course you will learn about the Federal Firearm Rights Restoration program and the Feder...
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Join us for this presentation to learn about the U.S. Court of Appeals for the Federal Circuit litig...
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