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Course Description

Current fiduciary investment and risk management strategies for managing assets in a conservatorship estate, a trust or a probate estate. Includes procedures of locating, properly titling, and appraising assets. Choosing the correct investment advisor, establishing an investment strategy, permissible investment vehicles and rules, and investigating beneficiary needs and situations are discussed.

Instructors

  • Anna Lim

Applies Towards the Following Certificates

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Contact Hours
20.0
Delivery Options
Online  
Course Fee(s)
Tuition - $500 credit (2 units) $500.00
Available for Credit
2 units
Instructors
  • Anna Lim
Section Materials
  • (Mandatory) Connected eBook: Basic Wills, Trusts, and Estates for Paralegals by Jeffrey A. Helewitz Aspen ISBN Connected eBook: 9798889064022
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