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.
Effective representation depends on trust, communication, and responsiveness, yet these can break do...
This course will provide a detailed overview of the Medicare Secondary Payer act as well as provide ...
This course analyzes federal contractor obligations under the Trade Agreements Act. Learn how to ens...
Workplace investigations are now more complex, high-stakes, and scrutinized than ever before. Employ...
This program is geared towards lawyers, experts, commercial property owners, and others in the envir...
During this course, we will go over your rights under the Freedom of Information Act (FOIA) and Priv...
Philip A. Greenberg, Esq., who has been a litigator in the State and Federal Courts for 52 years, ha...
As the largest purchaser of goods and services in the world, the United States Government requires f...
Adverse and derogatory information often has devastating effects on a contractor's ability to win co...
This program provides attorneys with a practical examination of how legal, regulatory, and liability...