Overview of Trusts
Presented by:
- Understand the importance of trusts, even for small estates
- Review the increased need for more complex trusts with the potential for reduced estate tax exclusions
- Discover the use of trusts in light of new RMD rules for IRA beneficiaries
- Understand the various types of trusts and how to use them
- 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
| CPA | 4 Taxes |
| EA | 4 Federal Tax |
| CRTP (CTEC) | 4 Federal Tax |
| Attorney | 3.25 General MCLE/Tax Specialization |
Course level: Basic
No advance preparation is required.
Attendees of Spidell’s 2024 Trust Webinar Series are not eligible for this course.
CFP® professionals do not receive credit for the on-demand webinar version of this course.
Want more trust training?
This course is part of Spidell’s Trust Webinar Series. Build your trust business with everything from basic to complex.
Webinar speaker:
Renée is Senior Vice President of Tax and Accounting for CeriFi, LLC. She is the editor of Spidell’s California Taxletter® and Spidell’s Analysis & Explanation of California Taxes®. She has been educating tax professionals for more than 20 years. Renée is also a member of the advisory board for the Franchise Tax Board, the California Department of Tax and Fee Administration, and the Board of Equalization. She is a graduate of Chapman University School of Law with a Tax Law Emphasis.
You must have computer speakers to listen to this webinar.
Webinar features:
- 4 hours of CPE for one attendee
- Access to recording to watch at your convenience
- PDFs of reference manual and PowerPoint slides
- Add CPE for only $75 per additional attendee. Please contact our customer service department to register for additional CPE at (800) 277-2257.
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.
This webinar is designed to meet the requirements for the specified number of hours of continuing education. 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 (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. This webinar is designed to meet the requirements for 4 hours of continuing education for the California Board of Accountancy. Level: Basic. 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.
