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.
MODERATED-Session 4 of 10 - Mr. Kornblum, a highly experienced trial and litigation lawyer for over ...
Part 2 - This program will continue the discussion from Part 1 focusing specifically on cross?examin...
This comprehensive program synthesizes theatrical technique, psychology, communication theory, and t...
The Civil RICO framework allows individuals and businesses to pursue legal action for damages from a...
This CLE will cover the critical ethics issues involved in leaving government practice for the priva...
The statistics are compelling and clearly indicate that 1 out of 3 attorneys will likely have a need...
This course provides attorneys with a detailed examination of Form 1120S, including legal considerat...
This companion program to Part 1 goes deeper into the rhetorical power of Shakespeare, emphasizing h...
This program explains the architecture of storytelling in the courtroom, using narrative arc, rhythm...
Explore the transformative potential of generative AI in modern litigation. “Generative AI for...