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 statistics are compelling and clearly indicate that 1 out of 3 attorneys will likely have a need...
This course breaks down GAAP’s ten foundational principles and explores their compliance impli...
The direct examination presentation outlines how attorneys can elicit truthful, credible testimony w...
A litigator’s role is to shape how key decision-makers - judges, jurors, and opposing counsel ...
Attorneys will receive a comparative analysis of GAAP and IFRS with emphasis on cross-border legal c...
Part 2 of 2 - Lawyers at all levels of experience and even sophisticated law firms and general couns...
This Shakespeare?inspired program illustrates how Shakespearean technique can enrich courtroom advoc...
The “Chaptering Your Cross” program explains how dividing a cross?examination into clear...
Designed for attorneys without formal accounting training, this course provides a clear, practical f...
MODERATED-Session 10 of 10 - Mr. Kornblum, a highly experienced trial and litigation lawyer for over...