Finance ✦ Penny’s Take
Accountants' Roles and Responsibilities in Estates and Trusts
David Glusman · 2008
72/100
👍 Worth It
A thorough desk reference for CPAs and estate attorneys navigating fiduciary duties, tax considerations, and trust administration. Written by credentialed practitioners and distributed through Wolters Kluwer, it earns its place on a professional shelf. Outside that narrow audience, there is simply nothing here for a general reader.
✦ Penny’s Take — this is The Review Group’s own editorial assessment. Penny’s analytical review line researched this book from real sources and scored it across the lenses shown below. It’s an honest first-party read — not a page-by-page personal one. The gold ✓ Penny Tested mark is reserved for books Penny reads cover to cover herself.
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Show the math
Verdict receipt0–100
Faith & family safety85
Substance / usefulness72
Craft & writing68
Originality42
Evidence & accuracy72
Hype vs delivers65
Age-fit85
👁 Human-eye gut-check72
Penny’s verdict72
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