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.
Thinking Like a Lawyer, Prompting Like a Pro: Prompting Ethically, Securely, and Safely explores how...
When the investigation concludes, the discipline is issued, and the file is closed, most organizatio...
Class action litigation continues to evolve rapidly in response to an innovative plaintiffs’ b...
For at least the last half-century, the success or failure of most litigations is determined by how ...
Discussion of religion and reasonable accommodation in the workplace. Thanks to the United States Su...
In 1968, English rock band The Zombies released their psychedelic counterculture anthem, “Time...
This one-hour CLE program examines the impact of implicit and systemic bias within the legal profess...
Trial Starts Now: Winning the Final Six Months provides a comprehensive guide to the critical tasks ...
Have you felt overwhelmed by the amount of technology available to family lawyers? We'll get to know...
Every trial lawyer has experienced it: the inner critic before opening statements, the surge of ange...