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 2 - This program will continue the discussion from Part 1 focusing specifically on cross?examin...
This Shakespeare?inspired program illustrates how Shakespearean technique can enrich courtroom advoc...
Attorneys hopefully recognize that, like many other professionals, their lives are filled to the bri...
This course breaks down GAAP’s ten foundational principles and explores their compliance impli...
This session highlights the legal and compliance implications of divergences between GAAP and IFRS. ...
Effective data privacy and artificial intelligence governance programs do not happen by accident. Th...
Part II builds on the foundation established in Part I by examining how classical rhetorical styles ...
Evidence Demystified Part 2 covers key concepts in the law of evidence, focusing on witnesses, credi...
Evidence Demystified Part 1 introduces core evidentiary principles, including relevance, admissibili...
Attorneys will receive a comparative analysis of GAAP and IFRS with emphasis on cross-border legal c...