Trust & Estate Planning For IAs And Financial Planners

This was a solid introduction to the legal principles of trusts and estates. It is particularly useful to non-lawyers. Bob is a great teacher and makes difficult concepts easy to understand and comprehend with his instructional style. Also appreciate the various caveats that Bob consistently throws out to attendees on how to avoid certain pitfalls, how to use common sense when acting as an advisor in these cases, and how to avoid liability in general. This is very important to all advisors. Thank you.