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 program examines the role of psychosocial evaluations in spousal abuse-based immigration petiti...
This program will address the ethical obligations of Lawyer Advocates representing clients in arbitr...
Class action litigation continues to evolve rapidly in response to an innovative plaintiffs’ b...
Philip A. Greenberg, Esq., who has been a litigator in the State and Federal Courts for 52 years, ha...
This interactive course is designed to equip legal professionals with the knowledge, tools, and stra...
Lawyers often work with clients, colleagues, and opposing counsel who are navigating some of the har...
This program provides attorneys with a foundational understanding of derivatives and their role in m...
Join us for Part 2 of a program tailored for attorneys seeking a better understanding of the ongoing...
Over the past year, the Patent Trial and Appeal Board (PTAB) has undergone a dramatic policy shift r...
During this course, we will go over your rights under the Freedom of Information Act (FOIA) and Priv...