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.
Attorneys will receive a comparative analysis of GAAP and IFRS with emphasis on cross-border legal c...
In this course, Dr. Carlson will present a broad overview of what scientific research has discovered...
In “Choosing the Right Business Entity,” I will walk through the issues that matter most...
This program focuses on overcoming the inner critic—the perfectionist, self?doubting voice tha...
Designed for attorneys without formal accounting training, this course provides a clear, practical f...
This CLE session introduces attorneys to budgeting and forecasting concepts used in corporate planni...
Tailored for attorneys, this training demystifies EBITDA and contrasts it with GAAP- and IFRS-based ...
Boundaries and Burnout: The Hidden Crisis in Law is a 60-minute California MCLE Competence Credit pr...
This presentation explores courtroom staging—how movement, spatial awareness, posture, and pre...
This course breaks down GAAP’s ten foundational principles and explores their compliance impli...