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 CLE session introduces attorneys to budgeting and forecasting concepts used in corporate planni...
This presentation explores courtroom staging—how movement, spatial awareness, posture, and pre...
This dynamic and compelling presentation explores how chronic stress, sleep deprivation, and substan...
In this course, Dr. Carlson will present a broad overview of what scientific research has discovered...
This presentation teaches attorneys how to deliver memorized text—especially openings and clos...
Part 2 dives deeper into advanced cross?examination techniques, teaching attorneys how to maintain c...
Effective data privacy and artificial intelligence governance programs do not happen by accident. Th...
Recent studies have shown that there has been a dramatic increase in impairment due to alcoholism, a...
In “Choosing the Right Business Entity,” I will walk through the issues that matter most...
Part 2 - This program will continue the discussion from Part 1 focusing specifically on cross?examin...