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Course Description

Survey course introducing the various roles, duties, responsibilities, liabilities, and limitations of a professional fiduciary. Discussions include:

  • conservatorships
  • guardianships
  • case management
  • trust management
  • elder abuse
  • undue influence
  • estate planning issues
  • resources for the elderly
  • hiring practices

You will also explore the process to become a professional fiduciary, and the qualifications required.

 

Instructors

Accrediting Associations

Applies Towards the Following Certificates

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Enroll Now - Select a section to enroll in
Type
Online - Fix-date
Dates
May 08, 2024 to Jun 12, 2024
Type
Webcast - Off-site
Days
W
Time
6:00PM to 9:00PM
Dates
May 08, 2024 to Jun 12, 2024
Schedule and Location
Contact Hours
20.0
Location
  • Off-Site Locations
Course Fee(s)
Tuition - $400 credit (2 units) $400.00
Available for Credit
2 units
Instructors
Section Materials
  • Manual (Mandatory) Handbook for Conservators ISBN http://www.courts.ca.gov/documents/handbook.pdf http://www.courts.ca.gov/documents/handbook.pdf
  • Manual (Mandatory) Probate Referees' Guide (CA Probate Referees'Association ISBN http://sco.ca.gov/Files-EO/probate_guide.pdf http://sco.ca.gov/Files-EO/probate_guide.pdf
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