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 1 - This program focuses specifically on cross?examining expert witnesses, whose credentials an...
MODERATED-Session 9 of 10 - Mr. Kornblum, a highly experienced trial and litigation lawyer for over ...
Tracking and using consumer’s data without consent is a high stakes game. From class actions t...
Part 2 dives deeper into advanced cross?examination techniques, teaching attorneys how to maintain c...
Evidence Demystified Part 2 covers key concepts in the law of evidence, focusing on witnesses, credi...
MODERATED-Session 7 of 10 - Mr. Kornblum, a highly experienced trial and litigation lawyer for over ...
Evidence Demystified Part 1 introduces core evidentiary principles, including relevance, admissibili...
MODERATED-Session 10 of 10 - Mr. Kornblum, a highly experienced trial and litigation lawyer for over...
This course breaks down GAAP’s ten foundational principles and explores their compliance impli...
A practical overview designed for attorneys new to financial reporting. The session connects GAAP co...