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 attorney-focused program reviews upcoming Nacha rule changes for 2026 with emphasis on legal ob...
Part 2 dives deeper into advanced cross?examination techniques, teaching attorneys how to maintain c...
Attorneys hopefully recognize that, like many other professionals, their lives are filled to the bri...
Designed for attorneys without formal accounting training, this course provides a clear, practical f...
Attorneys will receive a comparative analysis of GAAP and IFRS with emphasis on cross-border legal c...
In “Choosing the Right Business Entity,” I will walk through the issues that matter most...
Designed for beginning estate planning attorneys, this comprehensive course provides a practical fou...
This CLE session introduces attorneys to budgeting and forecasting concepts used in corporate planni...
This CLE program examines attorneys’ ethical duties in managing electronically stored informat...
This presentation teaches attorneys how to deliver memorized text—especially openings and clos...