Spidell’s 2025 Trust Webinar Series
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 $525, 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 offering:
| Session title (Click on title for more information or to order this course individually) |
Course topics | Regular price | Price for all courses — $525 |
|---|---|---|---|
| Overview of Trusts Available now 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. |
$149 | Included in bundle |
| Form 1041 for an Estate (Not a Trust) Available now 2 hours of CPE Course level: Basic |
Form 1041 is used to report income from both a Trust or an Estate…but the rules for preparing each type of return are slightly different. Elections available to one type of entity are not all the same for the other type of entity. This session will help you distinguish between the two entities and use that distinction to your client’s advantage. Presented by: Claudia Hill, EA, MBA |
$119 | Included in bundle |
| Form 1041 Basics for a Trust (Not an Estate) Available now 2 hours of CPE Course level: Basic |
So many types of trusts! And not all of them even need to do annual filings. This basic course starts you off with understanding how trusts come into being, frequently encountered types of trusts, filing requirements for trusts and illustrates key information you must gather from your client before you begin to prepare the trust returns. Presented by: Claudia Hill, EA, MBA |
$119 | Included in bundle |
| Asset Protection Available now 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. |
$64 | Included in bundle |
| Advanced Planning with Trusts Available now 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. |
$119 | Included in bundle |
| Trusts and Estates: 20 Questions, 20 Solutions Available now 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 |
$119 | Included in bundle |
| Form 709 Gift Tax Return Available now 2 hours of CPE Course level: Intermediate |
IRS Makes major changes to Form 709. Why did the IRS add multiple pages and a somewhat confusing format to Form 709? Why do we see far more Form 709 filings than we see Form 706? This session covers the most frequent reasons Form 709 is filed and illustrates several examples of frequently encountered situations for which Form 709 is required. Presented by: Claudia Hill, EA, MBA |
$119 | Included in bundle |
|
Value: |
You pay: $525 Add to cart |
CPE Information
Spidell’s 2025 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), and 11.5 hours of General MCLE/Tax Specialization for Attorneys.
Attention CFP® professionals: CFP® professionals are only eligible to receive CE credit for the live webinar versions of these courses. No CE credit will be awarded for the on-demand webinars.
Course prerequisites
There are no prerequisites or advance preparation required for “Overview of Trusts”, “Form 1041 for an Estate (Not a Trust)”, and “Form 1041 Basics for a Trust (Not an Estate)”.
General knowledge of estates and trusts is required for “Asset Protection”, “Advanced Planning with Trusts” , “Trusts and Estate: 20 Questions, 20 Solutions”, and “Form 709 Gift Tax Return”.
You must have computer speakers to listen to this webinar.
CFP® professionals do not receive credit for the on-demand webinar version 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.
Purchase individual courses
Click below to purchase courses individually at regular price:
Webinar features:
- Access to recording to watch at your convenience
- PDFs of reference manual and PowerPoint slides
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.
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; the Certified Financial Planner Board of Standards; 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: Self-Study. 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, Form 1041 for an Estate (Not a Trust), and Form 1041 Basics for a Trust (Not an Estate). General knowledge of estates and trusts is required for Asset Protection Planning, Advanced Planning with Trusts, and Trusts and Estates: 20 Questions, 20 Solutions, and Form 709 Gift Tax Return.
