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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.

Instructors

Applies Towards the Following Certificates

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Enroll Now - Select a section to enroll in
Type
Online - Fix-date
Dates
Oct 04, 2022 to Dec 06, 2022
Type
Webcast - Off-site
Days
T
Time
6:00PM to 8:00PM
Dates
Oct 04, 2022
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 Notes

Enroll before August 29 and save 15%. Apply discount code FALL15.

Accrediting Associations
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