Spidell’s 2025 Trust Webinar Series

Live webinars begin October 27

7 live webinars for a total of 15 hours of CPE

Price: $525 $465*

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*Discount valid through October 7, 2025.

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 $465, 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 — $525 $465
Overview of Trusts Monday, October 27 8:30 a.m. to Noon Pacific Time 4 hours of CPE Course level: Basic	Get the foundational facts you need to help your client understand the benefits of trusts, whether they are high, medium, or low income. Presented by: Renée Rodda, J.D.	$149	Included in bundle
Form 1041 for an Estate (Not a Trust) Tuesday, October 28 10:00 to Noon Pacific Time 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) Thursday, October 30 10:00 to Noon Pacific Time 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 Friday, October 31 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.	$64	Included in bundle
Advanced Tax Planning for Trusts Friday, October 31 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.	$119	Included in bundle
Trusts and Estates: 20 Questions, 20 Solutions Monday, November 3 10:00 a.m. 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	$119	Included in bundle
Form 709 Gift Tax Return Tuesday, November 4 10:00 to Noon Pacific Time 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: $808	You pay: $495 $525 $465 Add to cart

Click on the following for more detailed information or to order each course: Overview of Trusts; Form 1041 for an Estate (Not a Trust); Form 1041 Basics for a Trust (Not an Estate); Asset Protection; Advanced Tax Planning for Trusts; Trusts and Estates: 20 Questions, 20 Solutions; Form 709 Gift Tax Return

Webinar Presenters

TO BE ANNOUNCED

Renée Rodda, J.D.

Claudia Hill, EA, MBA

Jacob Stein, Esq.

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, 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 Tax Planning for Trusts, and Trusts and Estates: 20 Questions, 20 Solutions, and Form 709 Gift Tax Return.