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Overview of Trusts

With this four-hour course, you will:

  • Get an 92-page PDF manual
  • See why tax reform won't change the need for trusts
  • Understand the various types of trusts and how to use them
  • Learn why even a client with minimal assets should consider a grantor trust
  • Be ready to answer clients' questions about different trusts, such as:
    • A-B trusts
    • Charitable trusts
    • Special needs trusts
    • QTIP trusts
  • See how taxation of these trusts works
  • Understand California's filing and taxing requirements
  • Find out about probate and how it works
  • Discover situations where you might want to go through probate
  • Scare your clients with the Table of Consanguinity — i.e., who gets your assets if there's no will or trust
Designation CPE Hours
CPA 4 Tax
EA 4 Federal Tax
CRTP (CTEC) 4 Federal Tax
Attorney 3.25 General MCLE

Course level: Basic
No advanced preparation is required.

Attendees of Spidell's 2017 Basic Trust Seminar, Live or On-Demand Webinars, and Self-Study are not eligible for this course.

Webinar features:

  • 4 hours of CPE for one attendee
  • Access to recording to watch at your convenience
  • Reference manual and PDF of PowerPoint slides
  • Add CPE for only $30 per additional attendee. Please contact our customer service department to register for additional CPE at (714) 776-7850.

Want to order by phone? Call us at: (714) 776-7850

Learn about Spidell's Webinars.

You must have computer speakers to listen to this webinar

Webinar Speaker

Renée Rodda, J.D.

Renée is Vice President of Spidell Publishing, Inc.® and editor of Spidell's California Taxletter® and Spidell's Analysis & Explanation of California Taxes®. She authors the California chapters of Spidell's Federal and California Tax Update seminar manual and is a regular speaker at Spidell's fall update seminars, summer seminars, and webinars. She has a BA from San Diego State University and is a graduate of Chapman University School of Law with a Tax Law Emphasis.


This webinar is designed to meet the requirements for 4 hours of continuing education for CPAs, 4 hours of Federal Tax for EAs and CRTPs, and 3.25 hours of General MCLE credit for attorneys. This webinar has 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 714-776-7850. Spidell Publishing, Inc. 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, Inc. 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. This webinar is designed to meet the requirements for 4 hours of continuing education for the California Board of Accountancy. Basic Level. Field of Study: Taxes. Delivery method: Self-Study. For more information regarding administrative policies, such as complaints or refunds, contact Spidell Publishing at (714) 776-7850. There are no prerequisites or advanced preparation required.

Spidell Hours
CPA-Tax 4
EA-Fed Tax 4
CRTP-Fed Tax 4
Attorney-MCLE 3.25

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Availability: In Stock
Price: $125.00

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