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 companion program to Part 1 goes deeper into the rhetorical power of Shakespeare, emphasizing h...
This program focuses on overcoming the inner critic—the perfectionist, self?doubting voice tha...
The Civil RICO framework allows individuals and businesses to pursue legal action for damages from a...
Part 1 - This program focuses specifically on cross?examining expert witnesses, whose credentials an...
Part II builds on the foundation established in Part I by examining how classical rhetorical styles ...
Attorneys will receive a comparative analysis of GAAP and IFRS with emphasis on cross-border legal c...
A litigator’s role is to shape how key decision-makers - judges, jurors, and opposing counsel ...
Bias and discrimination continue to shape workplace dynamics, legal practice, and professional respo...
Explore the transformative potential of generative AI in modern litigation. “Generative AI for...
Part 2 of 2 - Lawyers at all levels of experience and even sophisticated law firms and general couns...