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
Former Awards, Honors and Recognitions
One of the best CLE's I have watched from the Lawline library.
Great presenter, great subject matter.
very informative and clearly explained
HIGHLY recommend Dr. Basi's Trust CLE! This is the BEST CLE I have taken in 20 years as a lawyer! I am not a trust and estate's attorney and do not know Dr. Basi. He is an excellent speaker, very knowledgeable in trusts and estates, and condensed a gold mine of trust advice into this one hour CLE. I will search more CLEs with Dr. Basi. Thank you. Liz
Very informative and well presented.
Very interesting speaker
Best course. Great presentation.
Speaker was clear and knowledgeable. First rate presentation.
This course was excellent. The professor conveyed complex information in an informative engaging way. My favorite course so far
Highly recommended. Bart's knowledgeable of the various uses of trusts was impressive and very informative.
Bart is so good. I’ve done several classes on trusts, taxes and finances with Bart and he is efficiently sets out his explanation from a wide and deep base of knowledge.
This course was much better than I expected based on the title.
Great course, lots of information.
Very interesting presentation. Great speaker who was knowledgeable of the subject.
what a great orator/teacher!!!
Very clear varied and thorough presentation by someone who understand the material and conveys a degree of enthusiasm that holds the audience's attention
Very good speaker with great knowledge of Trusts.
His enthusiasm is infectious and his knowledge outstanding. Bravo.
Great background on trusts - very helpful.
Very detailed and informative presentation. Excellent.
Complex subject very thorough well done.
Refreshed my memory on things I needed To be reminded of. Thanks for a good program!
Enjoyed the course
best lawline class I've seen thus far
well prepared concise thorough
I wish my colleagues would take this course or one like it!
Good pointing out dangers of not transferring property to fund the trust as described in the trust document.
Very solid course; energetic and interesting presenter.
Learned a lot
This is a very good overview; it's packed with information. Very good instructor.
Excellent primer on Trusts.
The lecturer was knowledgeable and very clear.
Nice overview! Tax implications were helpful!
He covers a lot of ground and repeats the most important aspect. Good basic course
Best seminar I’ve been to
The best comprehensive review I've ever heard on trusts
Need better materials.
This is one of the best presentations I have seen on Lawline. Excellent in every way. Congratulations.
Excellent!! Very Informative. Would love to see more lectures. I learned quite a bit. Thank you so much for having this lecture. He was wonderful.
A good overview of trusts with a knowledgeable instructor. I’m impressed with the the way he highlighted the tax ramifications of trusts as well.
Very good presentation
Another great program by this speaker. He is clear, concise & informative.
a good presentation on the topic
Excellent course! Loved it!
The presentor was excellent.
more courses with him!
Very well presented.
Excellent summary, great tips and practical applications.
Awesome. Content rich, clear and concise. Highly recommended.
Speaker was very engaging and informative.
great speaker super interesting
This speaker was excellent!!
I will look for this instructors video in the future.
Bart was very good and knowlegable.
probably your best presenter
Really enjoyed this program!
Bart gets to the point.
Dr. Basi was very knowledgeable and and made the material very interesting. Excellent lecture.
EXCELLENT AND THOROUGH
The presenter was superb. If i could afford him, I'd hire him in a minute.
very good course
Excellent program - and Dr Basi is great!! It would be very helpful to have some follow-up seminars that focus on the different types of trusts and develop different concepts more deeply.
Bart’s classes are always fantastic!!! Please offer more by Bart Great speaker and learning experience
Ya'll's speakers are getting better every year
Good overview of various uses of trusts .
Best one yet
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.
Unlimited CLE Subscription gives you access to take almost any course from our catalog and earn as much CLE credit as you need.