A provision in a trust instrument saying the trust is irrevocable, or the irrevocable nature of a trust because of the death of the settlor, may, in 2021, be a…
Have you wondered if deferred savings plans could benefit your organization? Non-qualified plans have long been a staple in Fortune 500 companies, and small and mid-sized companies now are adding…
Unfortunately, some trusts, even where the administrative and dispositive provisions are well-designed, fail to operate as intended because the Trustee lacks the ability to be an effective fiduciary. The Trustee's…
Session details are coming soon. Select in-person or virtual participation during registration. About Retirement Plan Academy Employers must appropriately manage retirement plans on behalf of employees but may not have…
Estate planners must have a working knowledge of and adhere to applicable rules of ethics even before rendering any services. Failure to do so could result in an engagement that…