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 direct examination presentation outlines how attorneys can elicit truthful, credible testimony w...
Evidence Demystified Part 1 introduces core evidentiary principles, including relevance, admissibili...
Most legal professionals are operating in survival mode whether they realize it or not. Not crisis-l...
Aligning Your Legal Career with Your Values, explores the profound impact of values alignment on ind...
Artificial intelligence is already reshaping legal practice, from research and drafting to litigatio...
This CLE session introduces attorneys to budgeting and forecasting concepts used in corporate planni...
The filing of multiple RICO complaints in federal courts in New York State against plaintiffs’...
Evidence Demystified Part 2 covers key concepts in the law of evidence, focusing on witnesses, credi...
In “Choosing the Right Business Entity,” I will walk through the issues that matter most...
This program provides a comprehensive analysis of the Sixth Amendment Confrontation Clause as reshap...