Spidell’s 2026 Trust Webinar Series
Live webinars begin October 26
7 live webinars for a total of 15 hours of CPE
Price: $569.00 $509.00*
*Discount valid through October 7, 2026.
Build your trust business
Spidell is offering 7 webinars to help you understand and prepare trust returns. Order all 7 webinars (15 hours of CPE) for $569 $509 or pick individual courses at regular price. Start or increase your trust preparation business. It’s one of the most lucrative areas of tax practice. Check out our offerings.
| Session title (Click on title for more information or to order this course individually) |
Course description | Regular price | Price for all courses — $569 |
|---|---|---|---|
| Overview of Trusts Monday, October 26 8:30 a.m. to Noon Pacific Time 4 hours of CPE Course level: Basic |
This course delves into the critical role of trusts, covering various types such as A–B, charitable, and special needs trusts, and their tax implications, including California-specific requirements. You’ll also explore the use of trusts under new RMD rules for IRA beneficiaries, probate procedures, and scenarios where probate might be beneficial, equipping you to address your clients’ questions confidently. Presented by: Renée Rodda, J.D. |
$159 | Included in bundle |
| Asset Protection Tuesday, October 27 9:00 a.m. to 10:00 a.m. Pacific Time 1 hour of CPE Course level: Intermediate |
This course teaches you how to apply “game theory” in negotiations with plaintiffs and creditors, emphasizing that it’s never too late to implement asset protection strategies. You’ll explore how to safeguard assets from personal guarantees and business lawsuits using common domestic and offshore structures, even in today’s age of transparency. Presented by: Jacob Stein, Esq. |
$69 | Included in bundle |
| Advanced Planning with Trusts Tuesday, October 27 11:00 a.m. to 1:00 p.m. Pacific Time 2 hours of CPE Course level: Intermediate |
Explore creative planning strategies with irrevocable trusts, including amendments, terminations, and the use of a trust protector to maintain control. You’ll gain insights into tax planning for trusts, asset protection from creditors, and working with various trusts such as INGs, IDGTs, DAPTs, trigger trusts, and foreign trusts. Presented by: Jacob Stein, Esq. |
$129 | Included in bundle |
| Trusts and Estates: 20 Questions, 20 Solutions Wednesday, October 28 10:00 to Noon Pacific Time 2 hours of CPE Course level: Intermediate |
Grow your estate and trust knowledge base. Continuing our popular course where we select 20 questions from attendees that have been submitted during the year and provide answers. Presented by: Claudia Hill, EA, MBA |
$129 | Included in bundle |
| Form 709 Gift Tax Return Thursday, October 29 10:00 to Noon Pacific Time 2 hours of CPE Course level: Intermediate |
Very few people actually pay the gift tax. However, many very high-net-worth taxpayers make annual gifts that require filing of a gift tax return. Look into the most common reasons to file Form 709, new rules on Spousal Consent regarding gift-splitting, valuing a gift and required disclosure, using the Deceased Spousal Unused Exclusion, and common exceptions to when a gift made may need to be reported, but is not a taxable gift. Presented by: Claudia Hill, EA, MBA |
$129 | Included in bundle |
| Form 706 First to Die Friday, October 30 10:00 to Noon Pacific Time 2 hours of CPE Course level: Intermediate |
Focus on how and why the filing of an Estate Tax Return provides numerous benefits to the survivors of the decedent and will compare the minimalist approach to return preparation to the more complete disclosure of assets and valuations that provide useful information to the survivors. Presented by: Claudia Hill, EA, MBA |
$129 | Included in bundle |
| Special Needs Trusts and CRUTS Monday, November 2 10:00 to Noon Pacific Time 2 hours of CPE Course level: Intermediate |
Two unique types of trusts; two overviews of how they are used and the unique quirks related to their tax preparation. Special Needs Trusts are a vital financial tool for individuals with disabilities, enabling them to access supplemental resources without losing eligibility for essential government programs like Supplemental Security Income (SSI) and Medicaid. A Charitable Remainder Unitrust (CRUT) is an irrevocable, tax-exempt, split-interest trust that pays an annual income stream to a non-charitable beneficiary for life or up to 20 years, after which the remaining assets go to a qualified charity. It doesn’t even use a Form 1041! Presented by: Claudia Hill, EA, MBA |
$129 | Included in bundle |
|
Value: |
You pay: $569.00 $509 Add to cart |
Click on the following for more detailed information or to order each course: Overview of Trusts; Asset Protection; Advanced Planning with Trusts; Trusts and Estates: 20 Questions, 20 Solutions; Form 709 Gift Tax Return; Form 706 First to Die; Special Needs Trusts and CRUTS
CPE Information
Spidell’s 2026 Trust Webinar Series is eligible for 15 hours of Tax for CPAs, 15 hours of Federal Tax for EAs, 15 hours of Federal Tax for CRTPs (CTECs), 15 hours for CFPs, and 11.5 hours of General MCLE/Tax Specialization for Attorneys.
Course prerequisites
There are no prerequisites or advance preparation required for “Overview of Trusts”.
General knowledge of estates and trusts is required for “Asset Protection”, “Advanced Planning with Trusts”, “Trusts and Estate: 20 Questions, 20 Solutions”, “Form 709 Gift Tax Return Preparation”, “Form 706 First to Die”, and “Special Needs Trusts and CRUTS”. No advance preparation is required.
Can’t attend the live webinars?
Order the on-demand webinar version instead.
You must have computer speakers to listen to this webinar.
CFPs do not receive credit for the on-demand webinar versions of these courses.
Prefer to order via phone?
Give us a call at (800) 277-2257 from 7:00 a.m. to 5:00 p.m. PT. Our friendly customer service representatives are available to assist you.
Guarantee of excellence
Your satisfaction is our priority. If you are not completely satisfied with this course in any way, we will provide you with a full refund.
Cancellation Policy
Please contact our Customer Service department at (800) 277-2257 to cancel the webinar. No refunds will be issued after noon on October 24.
Purchase individual courses
Click below to purchase courses individually at regular price:
Webinar features:
- Up to 15 hours of CPE for one attendee. (Additional CPE is not available for this course. All attendees must purchase the webinar in order to receive CPE.)
- Searchable e-version of the PDF manual and PowerPoint slides.
- One person may watch and listen on one computer.
- Purchase the live webinar, if you are unable to attend for any reason, we will automatically transfer you to the on-demand version.
Everything you need to know about Spidell webinars
Take advantage of the convenience of Spidell webinars and get the most practical tax CPE without leaving your office.
These webinars are designed to meet the requirements for the specified number of hours of continuing education. These webinars have been designed to meet the requirements of the IRS Return Preparer Office; including sections 10.6 and 10.9 of Department of Treasury’s Circular No. 230 (Provider No. CRA7E); the California State Board of Accountancy; the California Bar Association; and the California Tax Education Council. This does not constitute an endorsement by these groups. The state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. For more information regarding administrative policies such as complaints or refunds, contact Spidell Publishing at 800-277-2257. Spidell Publishing, LLC has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, or by phone at 877-850-2832, or on the internet at www.CTEC.org.
Spidell Publishing, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. These webinars are designed to meet the requirements for the specified number of hours of continuing education for the California Board of Accountancy. Levels: Basic and Intermediate. Field of Study: Taxes. Delivery method: Group Internet Based. For more information regarding administrative policies, such as complaints or refunds, contact Spidell Publishing at (800) 277-2257. There are no prerequisites or advance preparation required for Overview of Trusts. General knowledge of estates and trusts is required for Asset Protection Planning, Advanced Planning with Trusts, and Trusts and Estates: 20 Questions, 20 Solutions, Form 709 Gift Tax Return, Form 706 First to Die, and Special Needs Trusts and CRUTS. No advance preparation is required.
