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.
U.S. businesses providing online services that are used by minors face a rapidly evolving patchwork ...
This program will address the ethical obligations of Lawyer Advocates representing clients in arbitr...
This presentation serves as a critical follow-up to the June 12, 2026, session on PTAB Discretionary...
Have you felt overwhelmed by the amount of technology available to family lawyers? We'll get to know...
This dynamic CLE presentation challenges trial lawyers to rethink everything they were taught about ...
This course examines the latest legal and compliance developments in the artificial intelligence (AI...
During this course, we will go over your rights under the Freedom of Information Act (FOIA) and Priv...
This program provides attorneys with a foundational understanding of derivatives and their role in m...
During this course, you will learn about best practices and strategies for retaining intellectual pr...
This one-hour CLE program examines the impact of implicit and systemic bias within the legal profess...