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
In this program, attorney Dr. Bart Basi provides a comprehensive overview of trusts to help address these questions and more.
Dr. Basi is a specialist in the areas of business succession, business valuation, mergers and acquisitions, retirement and estate planning, strategic planning, and tax aspects of business decisions for closely held and family businesses. He speaks nationwide, writes, and researches on all of these areas. He has written five loose-leaf bound books, over 300 articles, and has worked with hundreds of businesses and associations. Journals that have published Dr. Basi’s work include Money Matters, The American Journal of Small Business, the Journal of Family Law, The Journal of Estate Planning, The Tax Lawyer, Small Business Taxation, Taxation for Individuals, Taxation for Accountants, Taxation for Lawyers, The CPA Journal and The Tax Executive.
Dr. Basi is the author of “The Tax Report,” a bi-monthly report on income and estate tax matters for closely-held businesses, “Accounting and Taxes,” a monthly column distributed to individuals and trade journals, and the “Tax Tip,” a monthly tax advisory for the closely-held and family business.
Business Affiliations and Memberships
Good overview of various uses of trusts .
This professor was awesome! I actually learned a lot about estate planning and trust. But most importantly.... I will always remember to find out the purpose of the client so that I can direct them to the appropriate trust. I will hopefully be working in this field shortly and I am excited to learn (or relearn from law school) this area of law. Thank you professor!
EXTREMELY informative and clearly explained. I will reach out to Dr. Basi to refer
As an overview, the good doctor covered a lot of material in short time.
This is the second time I have taken this instructor. He is great. The only thing I wish is that when searching for classes we could search by instructor because I would take all the classes he offers.
Excellent presentation. Instructor is knowledgeable and is easy to understand.
best course yet. This man is a good teacher and it makes all the difference.
The speaker was excellent.
I'm a Bart super fan! Such great material.
Great insight. Easy to follow. Good examples.
This had fabulous information. I always love Bart's teaching style!
Especially helpful to early associates tackling trust and estate planning
Presenter was great - concise, clear, and emphatic when necessary, providing the tax implications of different types of trusts.
Excellent presentation by a knowledgeable instructor. Kept my attention.
Excellent instructor I always learn something from his seminars
This was the best program I have seen yet. He should do all your courses! Excellent!
This overview encompasses a wide breadth of the subject area. Thank you.
great---superclear, which evinces great intellect. maybe a bit more on threshold questoins--- why set up a trust in the first place?
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.
This presenter was by far the best I have ever seen in any CLE.
Excellent overview of trusts!
This is one of the best courses that I have taken anywhere, whenever.
concise, clear and helpful - both professionally and personally - whoever takes thiss course - - -
Dr. Basi was EXCELLENT!
Excellent and thorough presentation.
I always seek out Mr. Basi’s classes for my CLE requirements. He is an excellent lecturer.
Good primer course
Best presenter I have heard. Excellent.
Such a helpful overview of the various types of trusts and their basic income tax implications.
ALL CLE should be conducted like this...
SUPER KNOWLEDGEABLE AND HIGH ENERGY-- ENJOYED FOR A VERY SUBSTANTIVE SUBJECT!
Very well done.
I found this particular presenter very concise and effective for this subject matter.
Great presentation. I would definitely recommend this.
Speaker kept my attention the entire time. Best CLE I've watched on here so far.
Loved hearing about the Alaskan Trust. This was the first time I heard about it.
This was a very informative CLE and the teacher was fantastic!
I really enjoyed this presenter. I hope he has other programs.
This is one of the best faculty I have seen in any of the on demand videos I've watched.
Tremendous knowledge on the subject
Good basic presentation.
Very interesting and informative
Outstanding speaker. Excellent communicator.
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