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 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...
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This presentation teaches attorneys how to deliver memorized text—especially openings and clos...
MODERATED-Session 8 of 10 -Mr. Kornblum, a highly experienced trial and litigation lawyer for over 5...
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This comprehensive program synthesizes theatrical technique, psychology, communication theory, and t...
Protect clients and yourself by knowing some of the more common ethical issues that can affect your ...
Evidence Demystified Part 2 covers key concepts in the law of evidence, focusing on witnesses, credi...
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