2009
ABA National Trust and National Graduate Trust School
Ethics

Primary Audience: Trust Officers from Banks and Financial Service Companies
Course Evaluation: "Overall Satisfaction with the Course: 5.0"

  • "Wonderful course."

  • "Compelling subject matter."

  • "Useful real life information."

  • "Good use of stories to pull subject matter together."

Federal Estate and Gift Taxation

Primary Audience: Trust Officers from Banks and Financial Service Companies
Course Evaluation: "Overall Satisfaction with the Course: 5.0"

  • "Loved this class."

  • "Steve is fantastic."

  • "Interactive."

  • "Wonderful energy."

  • "Fun, clear and concise."

  • "Made this easy to understand."