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.
This program explores listening as a foundational yet under-taught lawyering skill that directly imp...
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In high-stakes, high-pressure environments like the legal field, even the most accomplished professi...
Evidence Demystified Part 2 covers key concepts in the law of evidence, focusing on witnesses, credi...
The filing of multiple RICO complaints in federal courts in New York State against plaintiffs’...
Evidence Demystified Part 1 introduces core evidentiary principles, including relevance, admissibili...
This session highlights the legal and compliance implications of divergences between GAAP and IFRS. ...
The direct examination presentation outlines how attorneys can elicit truthful, credible testimony w...
The landscape of global finance is undergoing a seismic shift as traditional assets migrate to the b...
The “Chaptering Your Cross” program explains how dividing a cross?examination into clear...