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...
This presentation examines how “sense memory,” a core acting technique, can help lawyers...
Explore the transformative potential of generative AI in modern litigation. “Generative AI for...
Tailored for attorneys, this training demystifies EBITDA and contrasts it with GAAP- and IFRS-based ...
This ethics program examines common, but often avoidable, professional responsibility mistakes that ...
Large World Models (LWMs)— the next generation of AI systems capable of generating...
In this course, Dr. Carlson will present a broad overview of what scientific research has discovered...
The “Chaptering Your Cross” program explains how dividing a cross?examination into clear...
This attorney-focused program reviews upcoming Nacha rule changes for 2026 with emphasis on legal ob...
Evidence Demystified Part 1 introduces core evidentiary principles, including relevance, admissibili...