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.

Jan 31 - Mar 21, 2023

223CPF001
Est. Tuition:
$400.00
Learning Format:
Online Course with Live Sessions
Duration:
8 weeks
Enroll

Estimated Tuition

$400.00

Location

Online Webcast

Instructor

  • Rumi Solaiman, D.Ed.

Schedule

Live Sessions: Jan. 31, Feb. 7, 14, 21, 28, Mar. 7, 14, 21

Textbook

Mandatory:
Title: Handbook for Conservators (free): http://www.courts.ca.gov/documents/handbook.pdf

Optional:
Title: Probate Referees' Guide (CA Probate Referees' Association): http://sco.ca.gov/Files-EO/probate_guide.pdf

Additional information

Enroll before December 12, 2022 and save 15%. Apply discount code WNTR15.