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.
Estate planning for LGBTQ+ clients and families formed through assisted reproductive technology requ...
This course on trade secrets litigation provides real-world best practices through all key stages of...
During this course, we will go over your rights under the Freedom of Information Act (FOIA) and Priv...
Trial Starts Now: Winning the Final Six Months provides a comprehensive guide to the critical tasks ...
Adverse and derogatory information often has devastating effects on a contractor's ability to win co...
Class action litigation continues to evolve rapidly in response to an innovative plaintiffs’ b...
As the largest purchaser of goods and services in the world, the United States Government requires f...
Advanced Negotiation Strategies for Lawyers explores the psychology and strategy behind successful l...
This dynamic CLE presentation challenges trial lawyers to rethink everything they were taught about ...
Most legal professionals are operating in survival mode whether they realize it or not. Not crisis-l...