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CPAs and Financial Planners Must Know This About Trusts and Estates

Ratings and Review

4.4

459 Ratings

Excellent

236

Very Good

158

Average

48

Poor

5

Terrible

11

JG

Janel Green, CPA (US)

May 12th, 2023

Mr. Keebler is one of your best instructors. He shares the material in an effective manner. I would suggest that the material is updated to reflect our current interest rate environment.

DD

Diane Daversa, CPA (US)

Jun 21st, 2023

He explained the terms and the acronyms clearly. He presented the material at a level I could understand-having no background in estate planning or trusts.

MD

Michael Dayoub, CFP® (US)

Aug 16th, 2021

Good review of trusts and wills. I passed the CFP 14 yrs ago -- maybe I forgot a lot of this! Plus good reminders on changes to relevant tax laws.

CC

Christina Capron, CPA (US)

Dec 25th, 2021

I thought this was an excellent class but I have fairly advanced knowledge. If I had known less, I would have been lost about several topics.

KK

Keith Knabe, CPA (US)

Dec 15th, 2021

The instructor covered an amazing amount of material in the short time allocated. But I understood most of it and got a lot out of the class.

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