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 provides attorneys with a comprehensive framework for incorporating psychosocial evalua...
This program examines mitigation strategies for white-collar defendants in the post-Booker sentencin...
This program examines the role of psychosocial evaluations in spousal abuse-based immigration petiti...
Contracting with the Federal Government is not like a business deal between two companies or a contr...
This program introduces psychosocial evaluations as a valuable tool in civil litigation, particularl...
This program will address the ethical obligations of Lawyer Advocates representing clients in mediat...
Philip A. Greenberg, Esq., who has been a litigator in the State and Federal Courts for 52 years, ha...
This course analyzes federal contractor cyber security obligations under the Federal Acquisition Reg...
This program explores the impact of complex trauma on criminal defendants through a developmental an...
Learn about the best strategies and tactics to file bid protests at the agency level, U.S. Governmen...