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2017 Estate and Trust

Grow your practice and promote your trust skills

Planning for Clients with Special Needs

Author: Phillip Roitman, Esq.

  • Learn why, how, and when to use special needs trusts
  • Identify and resolve related estate planning issues
  • Understand why proper planning is crucial
  • Explore the complex world of public benefits
  • Walk through the administration and taxation of first-party and third-party special needs trusts
  • Learn about recent law changes affecting clients with special needs

Electing IRC §645 Treatment for a Trust

Author: Claudia Hill, EA, MBA

  • Understand electing IRC §645 treatment for a trust
    • Benefits of making the election
    • Timing of making the election
    • How to make the election
  • See why you should treat a revocable trust as part of the estate
  • Review case studies illustrating how to make the election

Advanced Trust and Tax Planning

Author: Jacob Stein, Esq.

  • Compare advanced asset protection strategies
  • Explore these estate tax planning plans, including FLPs, IDGTs, SCINs, and GRATs, and planning for portability
  • Identify advanced planning and structuring techniques, including capital gain strategies
  • Learn cutting-edge tools employed by practitioners
  • Recognize underlying substantive law concepts and how to apply laws to creative planning
  • Hone your ability to creatively approach tax planning problems
  • Learn about state of the art irrevocable trusts, utilizing state law ability to revoke, use of trust protectors, and tax consequences

Or, register for a single topic for as low as $97 each:

Customer service representatives available Monday – Friday 7:00 a.m. – 5:00 p.m. PT.

"Every CPA dealing with trusts or estates should take these classes."

James S. McBride, CPA
Laguna Beach, CA

"A valuable presentation of all the info you do not get from reading the usual research materials."

James F. Krueger, CPA
Burbank, CA


Designation CPE Hours
CPA 8 Tax
EA 8 Federal Tax
CRTP (CTEC) 8 Federal Tax
Attorney 6.75 General MCLE

Course level: Intermediate
General knowledge of estates and trusts is required.

Attendees of Spidell's 2017 Estate andTrust Seminar, Live Webinar, and On-Demand Webinar are not eligible for this course.

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

This self-study is designed to meet the requirements for 8 hours of continuing education for CPAs (CFPs do not receive credit for webinar or self-study versions of this course); 8 hours of Federal Tax for EAs and CRTPs, and 6.75 hours of General MCLE credit for attorneys. This self-study 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; 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 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

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: This self-study is designed to meet the requirements for 8 hours of continuing education for the California Board of Accountancy. Intermediate 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. General knowledge of estates and trusts is required.

Spidell Hours
CPA-Tax 8
EA-Fed Tax 8
CRTP-Fed Tax 8
Attorney-MCLE 6.75

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Availability: In Stock
Price: $140.00

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