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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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SG
Great
KS
iMPRESSIVE TEACHING STYLE .
EM
The information in the handouts far exceeded the topics covered in the review and final exam questions, which, in my opinion, is the way it should be so they become good reference materials.
CM
The speaker was very knowledgeable and shared some good stories of his client experiences. The topic could probably use more time.
PP
Very interesting
CC
It was good
RE
Overall excellent seminar particularly for people unfamiliar with estate and trusts and their value.
SR
Thank you.
KP
good
DP
Good
RJ
screens were clear to read.
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.
Warren Bergstein CPA, AEP©
Adelman Katz & Mond LLP
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