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.
The “Chaptering Your Cross” program explains how dividing a cross?examination into clear...
The direct examination presentation outlines how attorneys can elicit truthful, credible testimony w...
Attorneys will receive a comparative analysis of GAAP and IFRS with emphasis on cross-border legal c...
This session highlights the legal and compliance implications of divergences between GAAP and IFRS. ...
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 ethics program examines common, but often avoidable, professional responsibility mistakes that ...
Attorneys and law firms are well known vectors for money laundering risk. Banks regularly labe...
Tailored for attorneys, this training demystifies EBITDA and contrasts it with GAAP- and IFRS-based ...
This CLE program covers the most recent changes affecting IRS information reporting, with emphasis o...