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Course Description

Breaks down the anatomy of a trust instrument, introduces trust terminology, and covers the California laws governing trust administration and procedures. Explore different types of revocable and irrevocable trusts, the purposes they serve, and how to administer and manage private and court-supervised trusts. Learn how to identify and avoid conflicts of interest, and what to do should you find yourself in a conflict. Ethical considerations are discussed.

Prerequisites

Applies Towards the Following Certificates

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