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 will address some of the most common intellectual property (IP) issues that arise in co...
This program explores listening as a foundational yet under-taught lawyering skill that directly imp...
Many lawyers may not fully understand the Bar rules and ethical considerations regarding client repr...
This Shakespeare?inspired program illustrates how Shakespearean technique can enrich courtroom advoc...
Part 2 dives deeper into advanced cross?examination techniques, teaching attorneys how to maintain c...
This companion program to Part 1 goes deeper into the rhetorical power of Shakespeare, emphasizing h...
This presentation teaches attorneys how to deliver memorized text—especially openings and clos...
This ethics program examines common, but often avoidable, professional responsibility mistakes that ...
In this course, Dr. Carlson will present a broad overview of what scientific research has discovered...
This program focuses on overcoming the inner critic—the perfectionist, self?doubting voice tha...