|Faculty:||Dr. Bart A. Basi|
|Production Date:||August 12 2008|
In this timely course, Dr. Bart Basi discusses the issues related with Business Succession and planning for future generations. Dr. Basi brings much experience to this program and delivers a great program on a variety of estate planning devices.
I. Understanding the goals of a management succession.
II. Knowledge of how to select a successor and other professionals.
III. How to establish the value of a company.
IV. Ability to establish buy/sell agreements.
V. Understanding of how a trust is established and functions.
VI. The best way to plan ahead with life insurance.
I. Selecting Professionals
II. Choosing a Successor
III. Valuing a Company
IV. Buy/Sell Agreements
V. Trusts: An Effective Planning Device
VI. Planning with Life Insurance
VII. The Estate and the Tax Laws
Kevin (Seattle, WA)
This was an excellent course with a lot of practical advice.
Eugene (Denver, CO)
Dr.Basi's talks are among the best. His talks are punctuated with applicable examples to illustrate his points.
ANTHONY (BOYNTON BEACH, FL)
Robbi (Skokie, IL)
David (Milwaukie, OR)
Good info in a short presentation
Maxine (Airmont, NY)
Excellent seminar packed with valuable information.
Sue (Paxton, IL)
best instructor of any of the videos that I have watched
Edmond (sylmar, CA)
Charles (Portland, OR)
Bart Basi is awesome!
Doris (Vernon Hills, IL)
Terrific program chock full of great tips and information. Wish there would have been slides to help reinforce the learning.
Dan (Lacey, WA)
Excellent class! The speaker is extremely credible and conveyed a complex topic in a simple way.
Charles J. (Rome, NY)
Very informative presentation.
Donald (Atlanta, GA)
Very well done with great examples and practical suggestions.
Thomas (Seattle, WA)
Good basic overview of complicated area.
Natalie (Seattle, WA)
Good, dynamic speaker. Good examples.
STEPHEN (AUBURN, WA)
rapid pace, knowledgeable & enthusiastic speaker,
Robert (New York, NY)
Kenneth (New Hyde Park, NY)
Bart is a dynamic speaker. His use of real world examples is both informative and entertaining.
John (Barrington, IL)
would like more detail; could probably reasonably be a 2-3 hour course.
Donald (Bradenton, FL)
Excellent and informative presentation
Barry (San Francisco, CA)
Good overview of trusts and succession. I'd recommend this seminar to colleagues who want to be conversant on these issues.
Frank (Chicago, IL)
Well prepared and delivered.
Douglas (New York, NY)
My favorite lecturer so far.
Peter (La Jolla, CA)
Dr. Basi's lectures are simply a MUST for any business transactional attorney.
Rohith (Santa Monica, CA)
It's a very good presentation and summary about succession planning. He also threw in tidbits that while not necessarily related to succession planning are very important considerations for corporate document drafters to take into account.
Ralph (Solana Beach, CA)
David (Agoura Hills, CA)
This was an excellent presentation and excellent speaker.
Teresa (Cocoa Beach, FL)
Dr. Basi is an amazing professor. I admire his teaching skills as most and informative and concise. I will attempt to take every course he has taught through lawline.com, and value him as a future source of information.
Ronald (Oxnard, CA)
absolutely recommend this seminar. Dr. Bart Basi is a dynamic speaker and keeps you awake during a seminar. Plus, excellent details.
David (Jersey City, NJ)
dan (Naples, FL)
very good speaker. direct and concise
Christine (Cambridge, NY)
Too simplistic. The first half or more covered topic more useful to business folks than lawyers.
William (Lake Forest, IL)
Very informative and well done.
Brenda (Chicago, IL)
Very practical advice, highly recommend this course.
Mildred (Tarrytown, NY)
very helpful information
Maureen (Amityville, NY)
Great lecture even though I couldn't relate as I don't have my own business
Elizabeth (Chicago, IL)
Very dynamic speaker.
Jennifer (Evanston, IL)
Interesting presentation by a knowledgeable person.
Paul (New York, NY)
Comprehensive, animated delivery, interesting material.
GEORGE (Vero Beach, FL)
Dr. Basi was excellent as was his course material and delivery.
Walter (Houston, TX)
Pedro (Coral Gables, FL)
Shena (Leesburg, VA)
Martin (Chicago, IL)
Reinforces many of the strategies already used in my practice.
Robert (Chicago, IL)
This guy is a great teacher. Great mix of life experience and the law on critical subject matter.
Ayesha (Chicago, IL)
Annelle (SYRACUSE, NY)
Great presenter! Great coverage of the topic.
Philip (Bronx, NY)
Frank (Chicago, IL)
Wayne (Houston, TX)
Dr. Basi is one of the best speakers. Very knowledge.
Russell (Red Bank, NJ)
This lecturer's style is excellent. His real life examples are very helpful.
Vandana (new york, NY)
this speaker knows his subject its obvious
Robert (Lakeland, FL)
Very good presentation & subject matter
Matthew (Oak Brook, IL)
This was the best course of the bunch that I listened to.
Janine (Chicago, IL)
The speak is enthusiastic and engaging. I was compelled to pay attention because of his delivery. For a topic that is usually boring, he adds life to the issues.
Robert (Barrington, IL)
This fellow is your best presenter; both in content and in presentation style. I would love to see an estate planning seminar done by his.
James (Chicago, IL)
Not familiar with these concepts handled. But, I am interested to become familiar with these issues. I shall do further studies because very important.
Carol (Kissimmee, FL)
Jenny (Itasca, IL)
I really enjoyed listening to this speaker. I think he was very animated and interesting.
David (Lake Bluff, IL)
Good, clear speaker who knows his subject matter.
Keith (Griswold, CT)
Excellent course. Lots of interesting real life examples makes it easy to understand.
John (North Palm Beach, FL)
James (Buffalo, NY)
pretty good ...very good content and presentation
Marjorie (River Grove, IL)
Irving (Lincolnwood, IL)
extremly general -- too broad a subject for a one hour presentation.
Terrence (Chicago, IL)
This guy knows his stuff.
matthew (new york, NY)
very useful, straightforward presentation presented in an engaging manner
James J. (Santa Ana, CA)
Excellent, absolutely excellent. There are so many seminars so fundamental that one must wonder why? A bar prep course, perhaps? This is Mr. Basi's second lecture in the California package. He alone was worth the price of admission.
steven (Boston, MA)
Michelle (Woodridge, IL)
Great speaker. Kept my attention throughout.
JULIENE (Westmont, IL)
Kenneth (Hoboken, NJ)
Very good overall.
Robert (Chicago, IL)
CLAUDIA (JACKSONVILLE, FL)
Neil (Tallahassee, FL)
Michael (Dunedin, FL)
Melvin (Winchester, OR)
Excellent. This speaker know his stuff and has excellent delivery.
MIchael (Pittsfield, MA)
Another great presentation. Thanks so much for the excellent presentation.
Johnny (Apopka, FL)
This is the first Lawline seminar I have viewed in teh bundle I purchased. I will be interested to see how the remaining speakers are.
William (Tallahassee, FL)
This was a very good and practical overview. The speaker raised some very good issues to be on the lookout for in business planning. His knowledge of other areas in addition to the law gave the presentation a higher level of specificity and scope.
Susan (Mountain Lakes, NJ)
Mr. Basi is the best Lawline instructor I have seen thus far!
Andrew (Winter Park, FL)
Lydia (nashville, TN)
very informative - thanks.
Christopher (Plano, TX)
Always enjoy Dr. Basi's presentations.
William (Westmont, IL)
Very interesting topic.
David (Las Vegas, NV)
James (Oakton, VA)
Very good program.
Sandra (sea cliff, NY)
Mr. Basi is one of my favorite speakers. He knows how to keep a listeners interest going- even in a topic that I thought I had no little interest in.
Joseph (Boca Raton, FL)
A great program. Interesting and well presented.
WEI (FLUSHING, NY)
Best CLE class ever. Will purchase his other classes.
Arnold (Chatsworth, CA)
EXCELLENT! Really covers the territory.
Michael (wayne, PA)
excellent review of the issues.
eric (schenectady, NY)
Robert (New Paltz, NY)
Very knowledgeable speaker!
Conway (Washington, DC)
Excellent speaker and presentation
Anthony (Hackensack, NJ)
Very informative and thought provoking. Thanks.
Alan (new york, NY)
I lectured on these subjects many years ago. Bart Basi is splendid!
Gary (Boca Raton, FL)
Lynnette (Yorktown, VA)
Didn't think I would enjoy this topic but was very interesting!
MADELINE SHEILA (DELMAR, NY)
Excellent presentation with practical approach.
Frank (Cary, IL)
again, he is one of the best lecturers.
Solveig (Rancho Santa Fe, CA)
Great speaker. Very clear presentation.
John (Jefferson, OR)
Margaret (Knoxville, TN)
I liked the broad overview on a variety of subjects, and look forward to hearing more on some specifics.
Eddy (New York, NY)
Very passionate and informative
tara (Pt. Pleasant Bch, NJ)
Great speaker! This was a great class.
Melissa (Las Vegas, NV)
I found this course very informative. I especially liked the stories he would incorporate into the lecture.
James (New York, NY)
Very good speaker. Very clear.
Daniel (Cranford, NJ)
I just love this guy! He's really in to it, and he gives practical examples that are not too far off from the insanities that we really do deal with every day.
James (Washington, DC)
Informative, relevant, helpful -- great dynamic speaker
Victor (St. Croix, FL)
Bart Basi is an excellent teacher.
Barbara (Sarasota, FL)
Looking forward to his next lecture. Enjoyable presenter.
Denise (Jupiter, FL)
You should clone this guy to teach all your courses !
Bruce (Ft Lauderdale, FL)
very useful and practical
Michael (Cypress, CA)
very good speaker
robert (rockville, MD)
Dynamic and knowledgeable speaker who uses examples to illustrate the subject matter
Diana (Miami, FL)
very important issues
Robert (Sterling, VA)
Basi is the Best1
William (Centreville, VA)
Dynamic and engaging speaker
Reva (Dallas, TX)
mark (denver, CO)
Bart is your best lecturer.
Thomas (Arlington, VA)
Again, another excellent program by Bart.
Robert M (Newport News, VA)
The speaker had an excellent command of subject matter and just as importantly, possessed the ability to convey his wealth of knowledge in a clear and understandable manner to his audience.
Orran (Richmond, VA)
Very well done!
Hani (Brooklyn, NY)
The speaker is excellent. The lecture is informative, yet lively. The written materials are also very well done because they provide a very good and well-organized overview.
Thomas (Washington, DC)
This guy is Excellent!
Steven (San Diego, CA)
Bart is the man. He kept me interested at 12 a.m. Thanks.
Stephen (burr ridge, WY)
great presentation...he has a real passion for the subject matter
jaime (Tampa, FL)
very good speaker
Russell (Norfolk, VA)
This is an outstanding companion course to Dr. Basi's "Buy-Sell Agreements", a must see.
Richard (Miami, FL)
It was an excellent course! Excellent presentation.
Miguel (Orlando, FL)
Very practical information presented by excellent speaker
Michael J. (Arlington Heights, IL)
very good.very helpful.
NANCY (PALATINE, IL)
i love this guy!
Opal (Rochester, NY)
Bart Basi is a terrific presenter
george (New York, NY)
Energetic, well informed, very useful.
Robert (River Vale, NJ)
good, solid presentation
vincent (new york, NY)
bart is the man!
Deborah (Hillsborough, NJ)
Very helpful and relevant to my practice
Robin (El Dorado Hills, CA)
This guy is great!
Kristine (Georgetown, TX)
Excellent program - great speaker
Jerome (Riverwoods, IL)
This guy is great!
Lawrence (Orlando, FL)
Paul (Beverly Hills, CA)
Very informative. Good speaker and made it interesting.
Carolyn (Chicago, IL)
PETER (Frankfort, IL)
best seminar so far!
Edward (Austin, TX)
great subject matter and speaker
Marc (Highland Park, IL)
Stephen F. (Niles, IL)
Veri interesting and informative as a general overview and included excellent, concrete examples from a well-versed, experienced practicioner!
Ann (Pittsfield, MA)
I would have loved to have Dr. Basi as a professor.
Ify (HOUSTON, TX)
John (Knoxville, TN)
The speaker, Bart Basi, did an excellent job.
James (Chicago, IL)
Excellent program. Dr. Basi knows his subject and presents it in a concise manner and with excellent illustrations.
James (New York, NY)
Excellent, clear and informative speaker.
Donna (Charlotte, NC)
David (Denver, CO)
Vel (Bridgeview, IL)
very good subject
Gerald (Montclair, NJ)
Dry subject matter, but Dr. Basi held my attention throughout and made it interesting.
Amy (Valhalla, NY)
Excellent speaker and practical points
Jeff (Nashville, TN)
Roger (New York, NY)
Michael (Hermitage, TN)
worth the cost
Robert (Sewanee, TN)
Richard (Medon, TN)
Excellent presentation. I'd like to see this speaker live.
BARBARA (NORFOLK, VA)
Robert (Jonesville, VA)
Another area I need to know more about. This is a good start.