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 one-hour CLE program examines the impact of implicit and systemic bias within the legal profess...
This program is geared towards lawyers, experts, commercial property owners, and others in the envir...
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Discussion of religion and reasonable accommodation in the workplace. Thanks to the United States Su...
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