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.
Explore the transformative potential of generative AI in modern litigation. “Generative AI for...
This attorney-focused training provides deeper insight into GAAP’s framework and its legal app...
This presentation examines how “sense memory,” a core acting technique, can help lawyers...
Part II builds on the foundation established in Part I by examining how classical rhetorical styles ...
A litigator’s role is to shape how key decision-makers - judges, jurors, and opposing counsel ...
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The statistics are compelling and clearly indicate that 1 out of 3 attorneys will likely have a need...
Part 1 - This program focuses specifically on cross?examining expert witnesses, whose credentials an...
Part 2 dives deeper into advanced cross?examination techniques, teaching attorneys how to maintain c...
This program examines the strategy and artistry of closing argument, positioning it as a lawyer&rsqu...