Excellent. Exceeded expectations. I learned a lot,

Great course!!!

None at this time

Information overload, but great content relative to my job.

I found the "Editor's Update: HR 1, The Reconciliation Bill of 2025" document very useful. Thank you for including it.

Excellent course

Really enjoyed the fact that the read it to me audio feature is available

It took me much longer to completely comprehend the content of this course. This course should be approved for ten (10) CE hours instead of only five (5) hours.

too redundant

Very good.

Overall, I had a great experience! Thank you!

The course felt like a sales pitch for creating a trust. Yes, a trust is a great tool but it came across like the course was pushing a trust as the end all solution.

just turned 72 years old. Same exam since became fin planner. ie think i have demonstrated competence by now.

Excellent and quite thorough , comprehesive overview of detailed course content and material , especially in consideration of the rather advanced subject matter . Many kudos .... thank you .

This was a great course. Pretty easy to understand, and fascinating.

Very educational and relevant. Thank you.

The course material on Trusts was well presented and very beneficial.

Worked for me. .Thanks!

I reviewed the pdf course material but then still had to click through the slides to take the exam. I wish I would have known that reviewing the material offline was not sufficient to take the exam.

The exam was too short and easy. Should be longer and more complicated.

Content was relevant to my business. I found this content very useful and informative!

This is the first time in all my years taking Continuing Ed that the subject was clear and Practice Test and Exam questions were not tricky. I actually learned a lot, more than in other CE courses. Thank you!!

The content for this subject matter was very very long and repetitive at times.

The content for this course was excellent. The illustrations were helpful.

The negative opinion expressed concerning corporate fiduciaries is biased and not well researched.

Good reading in the course materials

I liked this course good overview of trusts and learned some terms that I see all the time but did not really know about.

Would be helpful if, after choosing a non-1x Read-it-to-me audio rate (1.25x, 1.5x), it didn't have to be reset each time you move to the next page/section (i.e. each time after choosing Continue at the bottom of a page). For this course, it would be great to have a few more detailed examples as well.

There were some typos and grammatical errors in the content, it could use a good proofreading.

Great course, Thanks!

Some areas could have used more clarification, i.e., how an AB trust structure works, several vague areas of discussion.

This course was excellent! Enough information to be interesting and educational! Highly recommend it!

content was outstanding

content was outstanding

The interactives were often remedial and unnecessary. I disagreed with some of the assumptions made about what should be done when lawyers in my own state seem to disagree. Descriptions of the unlimited marital deduction were sometimes left out entirely then mentioned one or two chapters later on seemingly the same subject matter.

Thank you for taking care of me.

Thank you.

This course provided a great overview and information that was easy to follow and complete.

Include lunch!

Loved the read-it-to-me audio.

I found this to be the most comprehensible presentation on this thorny subject I ever saw.

Everything was great!

The examples provided really help to understand the concepts

Might make the content easier to retain if there were more examples of concepts stated. Also since it is a 10 hour course continued review of the previous section as one moves into the next section or a comprehensive review at the end.

Very beneficial information!

Good content. But unlike the 2 most recent WebCE courses I've taken, this was very poorly written. The writing was like that of a high school student: - There were factual errors - It read like a sales pitch for Rev Trusts. Take the opinions out of it. Just share the facts, please. "It is a good idea to name the Trust as the primary beneficiary of an asset". Really? All assets? What a terrible thing to suggest. I encourage you to search this course for the word "most". Then, for each instance of the word, see if you really could prove that that thing happens "most" of the time. Also, "amongst"? Among, not amongst. Nobody uses amongst.

iT WOULD BE NICE TO HAVE A FLOW CHART/DIAGRAM SHOWING THE MONEY FLOW FOR THE MARITAL EXEMPTION AND TAXES, WHICH CAN BE VERY CONFUSING.

The material makes probate sound more complicated and time consuming than it is.

Author did a stunningly good job in exploring and explaining the various topics.

I'm in the process of moving over a $3 million trust on someone who is incapacitated. I didn't know this when I signed up for this course and the info helped me greatly! Thank you!

Thank you

I appreciated how clearly this difficult course material was presented! Only questionable information was that creating a revocable trust can cost between $200-$3,000 (PDF page 62). Seems the top end could be much higher.

Thank you for providing an excelled C.E. experience!

There were one or two items that didn't make sense in the training. I feel the need to get clarification. But I definitely benefited from this and it will help me going forward.

The lesson seemed repetitive but other than that, a more streamlined presentation can cut through some reading pages.

The lesson seemed repetitive but other than that, a more streamlined presentation can cut through some reading pages.

Great course! Good job!

VERY INFORMATIVE COURSE

I especially like the quizzes after each section -- as they help prepare for the final exam very well.

one of the best courses i have taken on webce over many years---good, practical knowledge

Good course, well done and up to date.

The updates in this unit were very helpful, thank you!

The testing seemed too easy to me.

The voice audio was not helpful. It seemed more of a hindrance. Essentially I read the materials and that was about it....I feel like this could be a bit more interactive.

The course covered all of the basics of estate planning in a user-friendly manner.

A few case examples would help to define when people use various trusts. Also some data on how common or rare these types of trusts are. And 1 exam ? - maybe #25? gives the definition of a POA and the answer is "durable POA" BUT you list 3 types of POA's in the 4 answers, and it appears that ANY OF THE 3 could be the right answer, as they are all types of POA's. Thank you for another great course

One of the better/most enlightened CEs I've taken; although, several sections included repetitive information.

I have found this course to be very helpful. I will use the ebook as I go forward, helping my clients when I can.

i am very happy with your program as is,

I only received a 100 page PDF document to review. No videos, no interaction. Just a long piece of paper for me to read. I chose to play the PDF as an audio at times, and it is recited in a very boring monotone voice. I would not recommend to others.

Very easy to use. Presented in a very straight forward way and the test questions pertain to the lesson.

Excellent overview of Trusts and avoiding probate...Keep up the good work!!

Great course and broadly covers the main topics of trusts, avoiding probate and the need for estate planning.

Thank you!

THANKS. GREAT COURSE

it would have been nice to have alive person speaking then just words being read to me.

Use to like the book format. Thanks!

There were times through this course that terms were used with the assumption that the student had prior knowledge to living trusts and probate terminology, which made grasping the intended teaching to be more difficult to comprehend.

I prefer video teachers to written courses.

Thanks For The Work