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.
Synthetic identity fraud creates a significant legal and compliance challenge for professionals by c...
Part 2 - This program will continue the discussion from Part 1 focusing specifically on cross?examin...
Part I introduces the foundational principles of cross?examination, explaining how lawyers must meth...
This presentation explores courtroom staging—how movement, spatial awareness, posture, and pre...
This presentation teaches attorneys how to deliver memorized text—especially openings and clos...
The statistics are compelling and clearly indicate that 1 out of 3 attorneys will likely have a need...
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...
Whether from poor drafting, conflicting case law, or simply the amounts in dispute, certain key cont...
This attorney-focused program reviews upcoming Nacha rule changes for 2026 with emphasis on legal ob...