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.
Part I introduces the foundational principles of cross?examination, explaining how lawyers must meth...
This CLE session introduces attorneys to budgeting and forecasting concepts used in corporate planni...
The direct examination presentation outlines how attorneys can elicit truthful, credible testimony w...
Part II builds on the foundation established in Part I by examining how classical rhetorical styles ...
This program focuses on overcoming the inner critic—the perfectionist, self?doubting voice tha...
This Shakespeare?inspired program illustrates how Shakespearean technique can enrich courtroom advoc...
Tailored for attorneys, this training demystifies EBITDA and contrasts it with GAAP- and IFRS-based ...
This presentation examines how “sense memory,” a core acting technique, can help lawyers...
This advanced CLE dives into complex GAAP topics relevant to attorneys advising corporate, regulator...
Part 1 - This program focuses specifically on cross?examining expert witnesses, whose credentials an...