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.
This course on trade secrets litigation provides real-world best practices through all key stages of...
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This program will discuss how to design and implement legally sound diversity, equity, and inclusion...
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2026 was a very important year when it comes to federal procurement developments, Artificial Intelli...
Turn decades of client relationships into lasting equity. This practical CLE shows attorneys how to ...
This course is meant for lawyers of all levels and areas of practice, and in it, we will explore way...