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.
Whistleblowing, Tax Fraud, and Government Gatekeeping is a one-hour continuing legal education cours...
This program provides attorneys with a foundational understanding of derivatives and their role in m...
This presentation serves as a critical follow-up to the June 12, 2026, session on PTAB Discretionary...
Join us for Part 2 of a program tailored for attorneys seeking a better understanding of the ongoing...
As the largest purchaser of goods and services in the world, the United States Government requires f...
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...
During this course, you will learn about best practices and strategies for retaining intellectual pr...
This course examines the latest legal and compliance developments in the artificial intelligence (AI...
This dynamic CLE presentation challenges trial lawyers to rethink everything they were taught about ...