About the Course

Survey course introducing the various roles, duties, responsibilities, liabilities, and limitations of a professional fiduciary. Discussions include: conservatorships, guardianships, case management, trust management, elder abuse, undue influence, estate planning issues, resources for the elderly, and hiring practices. You will also explore the process to become a professional fiduciary, and the qualifications required.

Jun 23 - Jul 21, 2021

211CPF001
Est. Tuition:
$350-400
Learning Format:
Online Course with Live Sessions
Duration:
5 weeks
Enroll

Estimated Tuition

$350 Early Bird Discount
$400 after Jun 14, 2021

Location

Off-Site Locations

Instructor

Schedule

Online: Jun. 23 - Jul. 21 (Mandatory live sessions Wed. 6 p.m.- 9 p.m. PST, Jun. 23, 30, Jul. 7, 14, 21)

Textbook

Mandatory:
Title: TBD

Additional information

MCLE: 15 hours