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.
During this course, you will learn about best practices and strategies for retaining intellectual pr...
Modern mediation increasingly brings together parties, counsel, and neutrals across a broad range of...
AI agents — autonomous systems capable of planning, deciding, and acting independently across ...
This program provides a practical roadmap to mastering every stage of the discovery process in civil...
"Artificial Intelligence and the Practice of Law" (updated through 2026), is a 50-slide primer desig...
This course on trade secrets litigation provides real-world best practices through all key stages of...
Adverse and derogatory information often has devastating effects on a contractor's ability to win co...
Lawyers lose hundreds of billable and operational hours every year to poorly managed meetings. Unfoc...
Trial Starts Now: Winning the Final Six Months provides a comprehensive guide to the critical tasks ...
Every trial lawyer has experienced it: the inner critic before opening statements, the surge of ange...