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.
As the largest purchaser of goods and services in the world, the United States Government requires f...
Philip A. Greenberg, Esq., who has been a litigator in the State and Federal Courts for 52 years, ha...
This follow?on CLE builds on National Security & Data Privacy: Complying with the Bulk Data...
This is a comprehensive continuing legal education program designed exclusively for personal injury ...
This course examines the latest legal and compliance developments in the artificial intelligence (AI...
Join us for Part 2 of a program tailored for attorneys seeking a better understanding of the ongoing...
During this course, we will go over your rights under the Freedom of Information Act (FOIA) and Priv...
Have you felt overwhelmed by the amount of technology available to family lawyers? We'll get to know...
This presentation serves as a critical follow-up to the June 12, 2026, session on PTAB Discretionary...
This one-hour CLE program examines the impact of implicit and systemic bias within the legal profess...