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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

Applies Towards the Following Certificates

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Type
Webcast - Off-site
Days
Th
Time
6:00PM to 9:00PM
Dates
Aug 07, 2025 to Sep 11, 2025
Schedule and Location
Contact Hours
20.0
Location
  • Off-Site Locations
Delivery Options
Webcast  
Course Fee(s)
Tuition - $500 credit (2 units) $500.00
Available for Credit
2 units
Instructors
Section Notes
Not eligible for promo discount (1-2 unit).
Section Materials
  • (Mandatory) Basic Wills, Trusts, and Estates for Paralegals, 9th Edition by Jeffrey A. Helewitz Aspen ISBN Connected eBook: 9798889064022
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