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 direct examination presentation outlines how attorneys can elicit truthful, credible testimony w...
Synthetic identity fraud creates a significant legal and compliance challenge for professionals by c...
Tracking and using consumer’s data without consent is a high stakes game. From class actions t...
Insurance companies are interesting because they are beholden to the policy holder and to investors....
Evidence Demystified Part 1 introduces core evidentiary principles, including relevance, admissibili...
This program focuses on overcoming the inner critic—the perfectionist, self?doubting voice tha...
MODERATED-Session 9 of 10 - Mr. Kornblum, a highly experienced trial and litigation lawyer for over ...
This attorney-focused training provides deeper insight into GAAP’s framework and its legal app...
Part 2 - This program will continue the discussion from Part 1 focusing specifically on cross?examin...
The “Chaptering Your Cross” program explains how dividing a cross?examination into clear...