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How to Determine If a Trust Is a Grantor Trust or A Non-Grantor Trust

Ratings and Review

4.5

72 Ratings

Excellent

38

Very Good

29

Average

5

Poor

0

Terrible

0

EH

Elliot Hochman, CPA (US), JD

Dec 24th, 2021

Clear and concise explanation of the Grantor Trust rules. Excellent presentation. I am Board Certified in Wills, Trusts and Estates Law and I found the course to be a wonderful refresher of the rules.

NH

Nicole Haley, EA

Jan 30th, 2024

It was a very good presentation, however, I felt that a prerequisite would have been good for this particular course, as a lot of the information given seemed to be geared towards people who already had a general understanding of Trusts.

JB

Jacquelyn Brennan, EA

Dec 11th, 2021

Very good Webinar. It's a complicated subject which was given a decent amount of clarity by the presenter.

PM

Peter Miralles, CFP® (US), EA

Dec 10th, 2021

Excellent course if you do Trust tax returns.

WG

Wendy Gelfond, Accountant/Bookkeeper/Tax Professionals, CPA (US)

Dec 23rd, 2023

Very informative

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Subject Area

Taxes

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