This practical and strategy-focused course, recorded on March 18, 2026, provides a clear roadmap for navigating estate and trust taxation while helping clients avoid common planning mistakes. Covering both foundational concepts and advanced techniques, this course breaks down complex topics into actionable insights.
Participants will learn how estate planning documents function together, how trusts can be used to preserve wealth and avoid probate, and how gifting strategies impact both current and future tax liabilities. The course also highlights real-world consequences of poor planning, including costly probate outcomes and reduced estate values.
From understanding EIN requirements for estates and trusts to properly structuring asset transfers, this course ensures professionals are equipped to deliver accurate, compliant, and tax-efficient advice.
Learning Objectives
- Explain how estate planning documents work together in practice
- Identify when estates and trusts require an EIN and filing obligations
- Apply gifting strategies to reduce taxable estates
- Recognize probate risks and methods to avoid them
- Evaluate different types of irrevocable trusts and their benefits
- Understand estate tax rates and exemption thresholds
- Guide clients in structuring efficient wealth transfer plans
This course counts for 2 hours of IRS CE under the category of Federal Tax Law Related Matters.
About the Presenter:
Dr. Bart A. Basi, the Senior Advisor at The Center for Financial, Legal & Tax Planning, Inc., is a distinguished attorney and CPA, who also holds a Doctorate in Economics. As a Tax Course Instructor for the Internal Revenue Service’s Annual Filing Season Program, he educates tax preparers nationwide. Licensed in Illinois and New York, and admitted to the United States Supreme Court, Dr. Basi imparts expertise to CPAs and attorneys on financial, legal, and tax matters. Renowned as a sought-after speaker, he addresses audiences on topics including taxes, mergers, acquisitions, succession planning, and valuations for private companies. Additionally, Dr. Basi serves as a trusted advisor, guiding businesses through the complexities of inflation and economic impacts on strategic decision-making for private companies.
