A Comprehensive Overview of Trusts

Production Date: April 11, 2017 Practice Areas: Wills, Trusts, & Estates Estimated Length: 3715 minutes


$ 59 Wills, Trusts, & Estates In Stock

At one point in the legal profession, attorneys had the advantage of holding the keys to the law library and the requisite knowledge to draft trust documents properly. However, much has changed in the past 20 years. The coming of the computer, the internet, and smartphones have all paved the way to break down barriers for the client to get to the legal documents that they need.

However, the attorney still has a broad range of knowledge that he or she can present to the client that a cursory internet search will not reveal. Does the client need an SNT or an ABLE trust? What about dealing with tax issues with a revocable or irrevocable trust?

In this program, attorney Dr. Bart Basi provides a comprehensive overview of trusts to help address these questions and more.   

Learning Objectives: 
  1. Discuss the differences between revocable and irrevocable trusts
  2. Approach client meetings with confidence having a vast knowledge of the types of trusts
  3. Draft trusts that meet client needs
  4. Open a store of knowledge for clients who may need other documents
Juliet W.
Manalapan, NJ

Great speaker

Ashley Smith A.
Beaumont, TX


Thomas B.
Worthington, OH

Especially helpful to early associates tackling trust and estate planning

Shelley M.
Newport Beach, CA

Presenter was great - concise, clear, and emphatic when necessary, providing the tax implications of different types of trusts.

Ira L F.

Excellent presentation by a knowledgeable instructor. Kept my attention.

Michael L.
Orland Park, IL

Excellent instructor I always learn something from his seminars

Jenelle M.
Alamo, CA

This was the best program I have seen yet. He should do all your courses! Excellent!

Michael M.
Torrance, CA

This overview encompasses a wide breadth of the subject area. Thank you.

Jaykumar M.
New York, NY

great---superclear, which evinces great intellect. maybe a bit more on threshold questoins--- why set up a trust in the first place?

Sarah K.
Poughkeepsie, NY

This professor was so-welled versed in this area. He was so interesting and got the material across very well. He was enjoyable and I will look to see what other courses he teaches.

Karen E.
Rochester, NY

This presenter was by far the best I have ever seen in any CLE.

David M.
Altadena, CA

Great Speaker!

Roberta B.
Chicago Heights, IL

Excellent overview of trusts!

James B.
Crown Point, IN

This is one of the best courses that I have taken anywhere, whenever.

Amanda H.
San Jose, CA

concise, clear and helpful - both professionally and personally - whoever takes thiss course - - -

Dwight B.
Flatwoods, KY


Katie T.
Seaford, NY

Dr. Basi was EXCELLENT!

Eldersburg, MD


Michael G.
Hoboken, NJ

Excellent and thorough presentation.

Ann W.
Pittsfield, MA

I always seek out Mr. Basi’s classes for my CLE requirements. He is an excellent lecturer.

Michael W.
New York, NY

Good primer course

Samuel P.
Orlando, FL

Best presenter I have heard. Excellent.

Adele W.
Dayton, OH

Such a helpful overview of the various types of trusts and their basic income tax implications.

Earl B.
Albuquerque, NM

ALL CLE should be conducted like this...

Karen M R.
Stamford, CT


Robert B.

Very well done.

Michael W.
Russell Springs, KY

I found this particular presenter very concise and effective for this subject matter.

Lisa O.
Quincy, IL

Great presentation. I would definitely recommend this.

Angela A.
Spring, TX

Speaker kept my attention the entire time. Best CLE I've watched on here so far.

Precious B.
Washington, DC

Loved hearing about the Alaskan Trust. This was the first time I heard about it.

Susan M.
Rensselaer, NY

This was a very informative CLE and the teacher was fantastic!

Stacy B.
Tecumseh, OK

Very informative.

Steven Y.
Buffalo, NY

Very knowledgeable

Emily W.
St. Augustine, FL

Great speaker!

Idalia L.
east amherst, NY


Andrea W.
Downers Grove, IL

I really enjoyed this presenter. I hope he has other programs.

Justin A.

This is one of the best faculty I have seen in any of the on demand videos I've watched.

Janice R.
Chicago, IL

Tremendous knowledge on the subject

Michael P.
Dana Point, CA

Excellent lecture!

Allan A. W.
Highland Park, IL

Good basic presentation.

Gail G.
New York, NY

Very interesting and informative

Jerry Geza T.
Flushing, NY

Outstanding speaker. Excellent communicator.