On Demand

Essentials

A Comprehensive Overview of Trusts (Update)

1h 2m

Created on November 19, 2020

Intermediate

CC

4.9

(5954 reviews)

Course Image

Course Price

$59


  • Instant Certificate Upon Completion
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Overview

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.



Learning Objectives:

  1. Examine 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


Topics covered in this course:

Credits

Faculty

Bart Basi

Bart Basi

The Center for Financial, Legal & Tax Planning, Inc

Reviews

4.9

(5954 reviews)

Recent Reviews

This was a very informative and well organized course.

Ebone L.Feb 3, 2025

Excellent

Bridget F.Jan 30, 2025

Talk about a guy who knows his stuff!

Clayton H.Nov 20, 2024

Very helpful!

Robert M.Nov 13, 2024

excellent facilitator and very knowledgeable around trusts, taxes, etc.

Karen C.Nov 6, 2024

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