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.

Oct 03 - Nov 07, 2024

242CPF003
Est. Tuition:
$500.00
Learning Format:
Online Course with Live Sessions
Duration:
6 weeks
Enroll

Estimated Tuition

$500.00

Location

Online Webcast

Instructor

  • Robin Shea, B.S.

Schedule

Online: Oct. 3 - Nov. 7 Thu. 6:00 p.m. - 9:00 p.m., PT, Oct. 3 - Nov. 7 (6 live sessions)

Textbook

Mandatory:
Manual: Handbook for Conservators
ISBN: http://www.courts.ca.gov/documents/handbook.pdf

Mandatory:
Manual: Probate Referees' Guide (CA Probate Referees'Association
ISBN: http://sco.ca.gov/Files-EO/probate_guide.pdf

Additional information