Course Formats
Required.
Required (14.00 Units )
WinterSpringSummerFall
Overview of Fiduciary ManagementSurvey course introducing fiduciary roles and responsibilities.
2.00 Units
Introduction to Conservatorships of the Person and EstateExamines the roles and responsibilities of conservatorship management and an overview of temporary, permanent, limited and mental health (LPS) conservatorships.
2.00 Units
Management of Estate AssetsCurrent fiduciary investment and risk management strategies for managing assets in a conservatorship estate, a trust or a probate estate.
2.00 Units
Practical Applications of Accounting for the Professional FiduciaryAccounting procedures required for effective managing of transactions.
2.00 Units
Trust Administration and ProcedureBreaks down the anatomy of a trust instrument, introduces trust terminology, and covers the California laws governing trust administration and procedures.
2.00 Units
Decedent's Estate Practices and ProceduresA discussion of the legal theories, practices and procedures of administering an estate under California law, depending on the type and value of its assets.
2.00 Units
Professional Fiduciary Business PracticesHow to establish and operate a private professional fiduciary practice.
2.00 Units
