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 session provides a foundational understanding of the rules and regulations governing ACH (Autom...
Intangible assets make up 84 percent of the value of the S&P 500, up from 17 percent in 1975. Wi...
Session 7 of 10 - Mr. Kornblum, a highly experienced trial and litigation lawyer for over 50 years, ...
Explore the transformative potential of generative AI in modern litigation. “Generative AI for...
Session 3 of 10 - Mr. Kornblum, a highly experienced trial and litigation lawyer for over 50 years, ...
Session 8 of 10 - Mr. Kornblum, a highly experienced trial and litigation lawyer for over 50 years, ...
This webinar will focus on the background of Electronic Fund Transfers Act, as well as recent develo...
With the alarming prevalence of substance use and mental health disorders in the legal profession, i...
The Bank Secrecy Act (BSA) is a US law that fights money laundering and other financial crimes. BSA ...
Our panelists will review your deposition strategy in personal injury cases from primarily the plain...