In this comprehensive and informative program, the mechanics of trust are laid out to establish a basic understanding of the foundational elements of a trust. This program, presented by business and tax law attorney Bart Basi, will discuss the various forms that trust can take and the purpose behind each specific structure. Types of trust to be discussed include irrevocable trusts, testamentary trusts, special needs trusts, simple and complex trusts, and Able trusts. The program concludes with a discussion of the tax effects of different forms of trust.
Examine the differences between revocable and irrevocable trusts
Approach client meetings with confidence having a vast knowledge of the types of trusts
Draft trusts that meet client needs
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
Bart is an excellent speaker. I hope there are more lawline courses by him!
Very clear and competent lecturer.
I really liked the instructor. I thought he could be a bit more polished on the delivery. Some of the missteps or anecdotes were distracting. Thanks!
loaded with useful information
Incredible amount of information in only 1 hour. I will seek out more of his talks.
Very basic, but important overview of core Trust concepts.
Very helpful overview and refresher course on trusts, with entertaining and informative anecdotes from wealth of experience.
Really interesting and knowledgeable presenter. Need to see more CLEs by "Bart."
This was my favorite class. Excellent speaker and so informative. I learned so much and will probably listen to it again. thank you for having this instructor.
LOVE this instructor. A complex subject made fun and interesting. Excellent! Thank you!
Excellent course!! The presenter was extremely knowledgeable and knew how to present in a very effective manner.
Love Bart. He is fun and very knowledgeable. Hope to find more courses with him
Knowledgeable lecturer, difficult topic
Very knowledgeable and personable presenter.
Extremely knowledgeable presenter.
Love this presenter. It is the second course I took from him. He is very engaging and I've learned a lot from both presentations. It's obvious he has been a professor... I think it would be great to get more experienced educators as presenters as some of the lawyers who are not experienced, come across as very dry.
he is a good resource
The presenter was terrific.
Good, comprehensive coverage of the issues.
he was very personable and gave a great overview as well as issues that are most common, thank you!
good class very informative. well presented
General, not comprehensive as advertised
This was a terrific review of trust law; the faculty is informative and a bit entertaining. He is a great teacher!
Bart is an excellent instructor
Great course. Thanks Bart
Bart seems like a great guy in addition to being very knowledgeable
Well-structured presentation of important concepts by an extremely knowledgeable presenter. A slight bit disjointed at times; but very informative and highly recommended.
Fantastic instructor. Knows his stuff and was easy to understand.
The instructor was amazing! Very knowledgeable.
A good primer
Among the very best!
I like him...very personable.
Would like to see more CLE programs by this presenter.
Good class, but I consider this basic rater than intermediate
Thanks great presentation.
Excellent speaker, teacher with good information.
Excellent presentation. Very informative for someone who does not deal with trusts routinely but needs an understanding of trusts with some cases. Sorry i never had Mr. Basi as a professor in law school!
Best Presenter I've seen yet.
Great live seminar, saving contact information for presenter. thank you
This gentleman is one of the best presenters I have heard via Lawline. Informative, pleasant, and engaging, too!
one of the best I have ever taken, if not THE best.
This guy is great!