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.
The “Chaptering Your Cross” program explains how dividing a cross?examination into clear...
This CLE session introduces attorneys to budgeting and forecasting concepts used in corporate planni...
Part 2 dives deeper into advanced cross?examination techniques, teaching attorneys how to maintain c...
Part 1 - This program focuses specifically on cross?examining expert witnesses, whose credentials an...
Tailored for attorneys, this training demystifies EBITDA and contrasts it with GAAP- and IFRS-based ...
Bias and discrimination continue to shape workplace dynamics, legal practice, and professional respo...
Part 1 of 2 - Lawyers at all levels of experience and even sophisticated law firms and general couns...
This program focuses on overcoming the inner critic—the perfectionist, self?doubting voice tha...
As lawyers, time is our most finite resource. We have duties to our clients to ensure that their mat...
Part I introduces the foundational principles of cross?examination, explaining how lawyers must meth...