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Course Description

How to establish and operate a private professional fiduciary practice. Discussions include:

  • standard operating procedures
  • practical tips for staying organized
  • reporting income
  • hiring services
  • making your practice more productive and profitable
  • when to consult with other professionals

You will focus on how to maintain proper calendars to ensure that all deadlines are met, particularly court hearings and investigative interviews. You will also become familiar with the California Probate Code and California Rules of Court governing the legal duties and obligations of professional fiduciaries. Software, technology and types of professional liability insurance are discussed.

Instructors

Applies Towards the Following Certificates

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Type
Webcast - Off-site
Days
T
Time
6:00PM to 9:00PM
Dates
Jul 30, 2024 to Sep 03, 2024
Schedule and Location
View Details
Contact Hours
20.0
Location
  • Off-Site Locations
Delivery Options
Online Course with Live Sessions  
Course Fee(s)
Tuition - $500 credit (2 units) $500.00
Available for Credit
2 units
Instructors
Section Notes

 

 

Section Materials
  • (Mandatory) TBD
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