Course was very informative. Could be improved by adding more clarifying examples and explanations and less reading of bullet points. Also, beginning with the last few minutes of the Trust and Estates Section and continuing through the end of the course, the audio and slides are out of sync. Finally, principal (as in principal and interest) is misspelled as "principle" in numerous instances.

I think the course 1. should include the slideshows with the supporting materials and 2. The last section - "Gifts Splitting and Estate Taxes and Conclusion" - the audio does not tie with the slides shown. Overall, hard topic to cover but did the best they can do with all the information provided (best I have seen it done)

Very valuable course providing a detailed overview of various types of trusts. Course includes discussion on tax matter, including gifting and many other factors affecting trust creation, gifting and estate matters. Useful for accountants, attorneys or financial planners working with high net worth families.

In the last couple of sections the slides don't line up with the narrative. The use of diagrams would have been helpful to have included in the slides versus only words. It would have been great if the slide deck used was available as a PDF for reference.

The main problem with the course is that the supporting materials did not include the very important notes to the lecture. This major study guide is not available and therefore the course has less value

This course was thorough and explained all the types of trusts with the advantages and disadvantages associated with each. I highly recommend if you have an interest in the topic.

The course was comprehensive and explained all terms and trust theory well. Unfortunately, toward the end the slides were out of sequence and there were some typos.

This has been my least favorite Illumeo course. This course was more law and less accounting. In addition, there are no slides to reference to for later review.

Dry voice and hard to listen to; but, informative and a good review of the different lingo that is used regarding Trusts and Estate planning.

This was a good introduction to estate taxes. It was easy to follow along and the instructor was clear and concise in his explanation.