Review Detail

I thought that this was a very thorough, but elementary, review of the legal principles involving trusts. Only in a few sections was the discussion more advanced (discussion of pecuniary formulas and the like). So for younger advisors this is certainly a worthwhile presentation. It also served as a brush up for refresher course for more experienced practitioners. If you are either a lawyer or highly experienced in estate planning, it was more elementary. Again, Bob is an excellent teacher. Thank you.