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.
Disasters, whether natural or manmade, happen. Disasters can impact the practice of law and, among o...
This program provides immigration attorneys with a structured and strategic approach to developing e...
Aligning Your Legal Career with Your Values, explores the profound impact of values alignment on ind...
This program provides a comprehensive framework for integrating Borderline Personality Disorder (BPD...
Many law firms now rely on AI?driven research, drafting, and workflow tools without fully understand...
Philip A. Greenberg, Esq., who has been a litigator in the State and Federal Com1s for 52 years, has...
The “Preventing Access to U.S. Sensitive Personal Data and Government-Related Data by Countrie...
This program will address the ethical obligations of Lawyer Advocates representing clients in mediat...
The Federal Tort Claims Act is the way that the federal government is sued for negligence. There are...
This program provides attorneys with a comprehensive framework for incorporating psychosocial evalua...