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.
Lawyers regularly communicate with clients who are angry, overwhelmed, frightened, unrealistic, or d...
This course examines the latest legal and compliance developments in the artificial intelligence (AI...
Separation of Powers in United States and Israel from a Perspective of the Ongoing Debates in Both C...
Most legal professionals are operating in survival mode whether they realize it or not. Not crisis-l...
This course analyzes federal contractor cyber security obligations under the Federal Acquisition Reg...
Adverse and derogatory information often has devastating effects on a contractor's ability to win co...
This dynamic CLE presentation challenges trial lawyers to rethink everything they were taught about ...
Effective representation depends on trust, communication, and responsiveness, yet these can break do...
This 60-minute session gives you a practical operating system for the mental side of legal work: how...
The course will explore new guidance concerning FCPA enforcement issued by the Trump Administration ...