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40+
Years of Experience4.4/5
Average Rating89%
Avg. Completion Rate50+
Number of CoursesDiscover ratings and feedback from learners who have gained valuable insights.
Excellent
Very Good
Average
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DT
Great class
SR
Informative and helpful.
JF
A good basic intro to Trusts and Estates.
PK
good
LT
The was informative and interesting.
MR
This is a really good class for someone who has no knowledge or bare minimum knowledge of trusts. He spent a lot of quality time clearly explaining terms, types and situations for trusts. I wish I had taken this class before working on my dad's trust return!
VV
Trusts and estates involve managing and transferring assets while balancing legal, tax, and beneficiary considerations. Understanding concepts such as DNI, trustee responsibilities, and fiduciary accounting helps ensure efficient administration, tax compliance, and preservation of family wealth.
SY
OK
CK
Very informative webinar.
SS
Great overview of some important tax changes and challenges.
LP
Very useful.
JS
Great course, very well presented
Warren Bergstein CPA, AEP©
Adelman Katz & Mond LLP
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