Review Detail

Today's presentation was an excellent summary of the foundation concepts in understanding trust and estate tax returns. I think that the approach (using the 50,000 foot overview) is the best way to convey the basic principles of this complex subject and Bob did a great job. I was also able to apply some of the concepts covered today to a specific real-time trust client that I currently advise, and was able to fill in a few blanks today. It would be great to spread this content over a three hour time period.