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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.
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MB
This course is oriented toward financial planners, but it is also a valuable template for tax professionals and fiduciaries. It is an excellent orientation to the to estates, trusts, and gift planning and the required forms. Mr. Bergstein is a bona fide subject matter expert. He provided numerous practical “warning labels” delineating the boundaries for different professionals & fiduciaries.
PB
I enjoyed this update very much - nice and short and to the point!
DA
good content, good instructor
DI
Great review
MS
Course was thorough.
SR
Comprehensive review.
FE
I think the information was valuable. The instructor has a vast amount of knowledge, but presents in a more dry format.
KT
Great content. Thank you!
PK
Great presentation and handout. Very informative!
AL
instructor is very knowledgable . learned addl info in planning
KS
This presentation was excellent. It made even me think, and I am managing my sister's estate, which included setting up special needs trusts, as well as my and my husband's estate. He hit on exactly what I have been worried about. Where is everything!
MP
great course
Warren Bergstein CPA, AEP©
Adelman Katz & Mond LLP
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