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 advanced CLE dives into complex GAAP topics relevant to attorneys advising corporate, regulator...
Part 2 - This program will continue the discussion from Part 1 focusing specifically on cross?examin...
Tailored for attorneys, this training demystifies EBITDA and contrasts it with GAAP- and IFRS-based ...
This presentation explores courtroom staging—how movement, spatial awareness, posture, and pre...
This course breaks down GAAP’s ten foundational principles and explores their compliance impli...
Whether from poor drafting, conflicting case law, or simply the amounts in dispute, certain key cont...
The “Chaptering Your Cross” program explains how dividing a cross?examination into clear...
Law firms across the country are rethinking traditional staffing models to stay competitive, reduce ...
This companion program to Part 1 goes deeper into the rhetorical power of Shakespeare, emphasizing h...
“Maybe I drink more than I should, but it isn’t affecting my life-I’m ‘High-...