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.
Protect clients and yourself by knowing some of the more common ethical issues that can affect your ...
This presentation explores courtroom staging—how movement, spatial awareness, posture, and pre...
Evidence Demystified Part 2 covers key concepts in the law of evidence, focusing on witnesses, credi...
The Civil RICO framework allows individuals and businesses to pursue legal action for damages from a...
Part 2 - This program will continue the discussion from Part 1 focusing specifically on cross?examin...
Part I introduces the foundational principles of cross?examination, explaining how lawyers must meth...
Large World Models (LWMs)— the next generation of AI systems capable of generating...
“Maybe I drink more than I should, but it isn’t affecting my life-I’m ‘High-...
This CLE session introduces attorneys to budgeting and forecasting concepts used in corporate planni...
Law firms across the country are rethinking traditional staffing models to stay competitive, reduce ...