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.
Trademark doctrine was built for a marketplace that no longer exists, leaving practitioners to litig...
Learn about the best strategies and tactics to file bid protests at the agency level, U.S. Governmen...
This program explores the impact of complex trauma on criminal defendants through a developmental an...
ChatGPT is rapidly entering law firm workflows, including drafting, summarizing, brainstorming, lega...
This interactive course is designed to equip legal professionals with the knowledge, tools, and stra...
Between 1986 and now, the U.S. Government collected approximately $85 billion from Federal Contracto...
The “Preventing Access to U.S. Sensitive Personal Data and Government-Related Data by Countrie...
This course will provide a detailed overview of the Medicare Secondary Payer act as well as provide ...
This program focuses on asylum claims based on sexual orientation, addressing the unique clinical, c...
This program will address the ethical obligations of Lawyer Advocates representing clients in arbitr...