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.
Chances are high that you or a buddy lawyer will have a serious medical crisis by age 55. Get ready ...
This session will provide a comprehensive overview of the fiduciary duties owed by both minority and...
Session 5 of 10 - Mr. Kornblum, a highly experienced trial and litigation lawyer for over 50 years, ...
Essential Updates! The faculty will discuss when and how secured and unsecured loan transactions may...
Intangible assets make up 84 percent of the value of the S&P 500, up from 17 percent in 1975. Wi...
Today’s threats to trademark distinctiveness are emerging from unexpected fronts: AI systems t...
Session 1 of 10 - Session 1 of 10 - Mr. Kornblum, a highly experienced trial and litigation law...
The program objective is to provide the basis of US sanctions, including overview on enforcing agenc...
In this riveting update to her original program, Executive Director of Lawyers Concerned for Lawyers...
This program provides practical guidance for trial attorneys on how artificial intelligence can be l...