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 dynamic and compelling presentation explores how chronic stress, sleep deprivation, and substan...
Whether from poor drafting, conflicting case law, or simply the amounts in dispute, certain key cont...
Explore the transformative potential of generative AI in modern litigation. “Generative AI for...
This presentation explores courtroom staging—how movement, spatial awareness, posture, and pre...
This Shakespeare?inspired program illustrates how Shakespearean technique can enrich courtroom advoc...
This CLE session introduces attorneys to budgeting and forecasting concepts used in corporate planni...
This presentation teaches attorneys how to deliver memorized text—especially openings and clos...
This presentation provides an overview of copyright law particularly as it applies to music. The pre...
Part 2 dives deeper into advanced cross?examination techniques, teaching attorneys how to maintain c...
The “Chaptering Your Cross” program explains how dividing a cross?examination into clear...