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 dynamic CLE presentation challenges trial lawyers to rethink everything they were taught about ...
U.S. businesses providing online services that are used by minors face a rapidly evolving patchwork ...
This presentation serves as a critical follow-up to the June 12, 2026, session on PTAB Discretionary...
This course analyzes federal contractor cyber security obligations under the Federal Acquisition Reg...
This 60-minute session gives you a practical operating system for the mental side of legal work: how...
This course analyzes federal contractor obligations under the Trade Agreements Act. Learn how to ens...
As the largest purchaser of goods and services in the world, the United States Government requires f...
During this course, you will learn about best practices and strategies for retaining intellectual pr...
This course on trade secrets litigation provides real-world best practices through all key stages of...
Have you felt overwhelmed by the amount of technology available to family lawyers? We'll get to know...